Mojo + PersistIQ
Update PersistIQ prospects' status whenever new activities occur in Mojo
Keep your sales pipeline up-to-date by connecting Mojo and PersistIQ with this streamlined workflow. Whenever there's a new activity in Mojo, this automation will promptly update the prospect status in PersistIQ, ensuring accurate information and efficient sales processes. Stay on top of your leads and improve team collaboration with this powerful integration.
Keep your sales pipeline up-to-date by connecting Mojo and PersistIQ with this streamlined workflow. Whenever there's a new activity in Mojo, this automation will promptly update the prospect status in PersistIQ, ensuring accurate information and efficient sales processes. Stay on top of your leads and improve team collaboration with this powerful integration.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Update Prospect Status
Updates prospect status.
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GroupRequired
Note
Try ItGroupRequired
Try ItContact Updated
Triggers when a contact is updated. Specifically when a basic field (like name, address, etc), misc field (Listing Status, etc), note or information field (Last Call Result, etc) is changed in Mojo.
Try ItNew Note
Triggers when a new note is created in Mojo (through the contact screen only).
Try It
New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
Try ItSend Button Clicked
Triggers via the Send to Zapier button in Actions dropdown of the contact screen. Used for sending Mojo Neighborhood Search and Mojo Skip Traced data.
Try ItActivity Types
Try ItNote Updated
Triggers when a note is updated in Mojo.
Try It
