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Mojo + Pipeline CRM

Automatically update people in Pipeline CRM with new activities from Mojo

Effortlessly keep your Pipeline CRM contacts up to date with Mojo's latest activities. With this workflow, when a new activity occurs in Mojo, your corresponding contact in Pipeline CRM will be updated, ensuring all crucial information is always readily available. Boost your team's efficiency and stay organized by integrating these two powerful tools seamlessly.

Effortlessly keep your Pipeline CRM contacts up to date with Mojo's latest activities. With this workflow, when a new activity occurs in Mojo, your corresponding contact in Pipeline CRM will be updated, ensuring all crucial information is always readily available. Boost your team's efficiency and stay organized by integrating these two powerful tools seamlessly.

  1. When this happens...
    MojoMojo
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    Pipeline CRMPipeline CRM
    Update Person

    Updates an existing person in your PipelineDeals account.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • GroupRequired

    Trigger
    Instant
    Try It
    • GroupRequired

    Trigger
    Instant
    Try It
  • Mojo triggers, actions, and search

    Contact 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.

    Trigger
    Instant
    Try It
  • Mojo triggers, actions, and search

    New Note

    Triggers when a new note is created in Mojo (through the contact screen only).

    Trigger
    Instant
    Try It
  • Mojo triggers, actions, and search

    New Contact

    Triggers when a new contact is created (through the create contact form in Data & Dialer section).

    Trigger
    Instant
    Try It
  • Mojo triggers, actions, and search

    Send 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.

    Trigger
    Instant
    Try It
    • Activity Types

    Trigger
    Instant
    Try It
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About Mojo

Mojo is a Real Estate prospecting solution which includes an easy to use CRM, Power Dialer and Real Estate lead service.
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Related categories

  • CRM (Customer Relationship Management)

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