Mojo + Pipedrive
Create Pipedrive activities for new Mojo contacts
Keep your sales pipeline current with this efficient workflow connecting Mojo and Pipedrive. When a new contact is added in Mojo, this automation updates the associated activity in Pipedrive, ensuring your sales team remains informed about prospects without manual data entry. Streamline your sales process and stay organized with this seamless integration.
Keep your sales pipeline current with this efficient workflow connecting Mojo and Pipedrive. When a new contact is added in Mojo, this automation updates the associated activity in Pipedrive, ensuring your sales team remains informed about prospects without manual data entry. Streamline your sales process and stay organized with this seamless integration.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Update Activity
Updates an existing activity.
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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).
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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.
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