Mojo + Pipedrive
Create notes in Pipedrive for new Mojo contacts
Keep your Pipedrive CRM up-to-date with new contacts from Mojo by using this workflow. When a new contact is added to Mojo, the automation will create a note in Pipedrive, ensuring that all relevant information is consistently maintained across both platforms. Stay organized and save time by having your salesforce data updated seamlessly.
Keep your Pipedrive CRM up-to-date with new contacts from Mojo by using this workflow. When a new contact is added to Mojo, the automation will create a note in Pipedrive, ensuring that all relevant information is consistently maintained across both platforms. Stay organized and save time by having your salesforce data updated seamlessly.
- 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 Note
Creates a new note.
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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).
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
