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.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Update Person
Updates an existing person in your PipelineDeals account.
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GroupRequired
Note
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