Create new Pipedrive people from new Mojo contacts
Easily keep your sales pipeline up to date with this workflow. Whenever you add a new contact in Mojo, this automation will create a person in Pipedrive for seamless information transfer. Save time on manual data entry and focus on closing deals, while ensuring your Pipedrive CRM stays current with all your leads.
Easily keep your sales pipeline up to date with this workflow. Whenever you add a new contact in Mojo, this automation will create a person in Pipedrive for seamless information transfer. Save time on manual data entry and focus on closing deals, while ensuring your Pipedrive CRM stays current with all your leads.
- 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 Person
Creates a new person.
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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