Create new PHC GO customers from Mojo contacts
Effortlessly keep your contact and customer information up-to-date with this Mojo to PHC GO workflow. When you add a new contact in Mojo, this automation will create a customer in PHC GO, saving you time and ensuring consistent data across both platforms. Stay organized and focus on building relationships instead of manual data entry.
Effortlessly keep your contact and customer information up-to-date with this Mojo to PHC GO workflow. When you add a new contact in Mojo, this automation will create a customer in PHC GO, saving you time and ensuring consistent data across both platforms. Stay organized and focus on building relationships instead of manual data entry.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Create Customer
Triggers when a new customer is created or updated in the PHC GO software.
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GroupRequired
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).
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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