Mojo + Pipeline CRM
Create deals in Pipeline CRM for new Mojo activities
Efficiently manage your sales pipeline by connecting Mojo and Pipeline CRM with this seamless workflow. Whenever a new activity occurs in Mojo, a deal is instantly created in Pipeline CRM, ensuring you stay on top of your prospects and opportunities. Save time and streamline your processes with this powerful automation.
Efficiently manage your sales pipeline by connecting Mojo and Pipeline CRM with this seamless workflow. Whenever a new activity occurs in Mojo, a deal is instantly created in Pipeline CRM, ensuring you stay on top of your prospects and opportunities. Save time and streamline your processes with this powerful automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Deal
Creates a new deal in your PipelineDeals account.
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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
