Mojo + Pipedrive
Create persons in Pipedrive from new contacts in Mojo group
Automate your sales pipeline management with this efficient workflow. Every time a new contact is added to a group in Mojo, the same individual's details are instantly created as a person in Pipedrive. By managing your contacts this way, ensure none falls through the cracks while freeing up time to focus on fostering those relationships. Enjoy seamless data transfer between Mojo and Pipedrive, enhancing your productivity and customer management process.
Automate your sales pipeline management with this efficient workflow. Every time a new contact is added to a group in Mojo, the same individual's details are instantly created as a person in Pipedrive. By managing your contacts this way, ensure none falls through the cracks while freeing up time to focus on fostering those relationships. Enjoy seamless data transfer between Mojo and Pipedrive, enhancing your productivity and customer management process.
- When this happens...New Contact in Group
Triggers when a contact is added to a group in Mojo (contact sync is not available for contacts within a previous integration).
- 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.
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