Mojo + Pipeline CRM
Create Pipeline CRM persons from new Mojo contacts
Easily keep your contact information updated in Pipeline CRM whenever you add new contacts to Mojo. With this workflow, new contacts in Mojo will prompt an update on the corresponding person's information in Pipeline CRM, ensuring your customer relationship management is always up-to-date and accurate. Save time and increase efficiency by streamlining your data management across platforms.
Easily keep your contact information updated in Pipeline CRM whenever you add new contacts to Mojo. With this workflow, new contacts in Mojo will prompt an update on the corresponding person's information in Pipeline CRM, ensuring your customer relationship management is always up-to-date and accurate. Save time and increase efficiency by streamlining your data management across platforms.
- 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 Person
Updates an existing person 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).
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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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