Mojo + Plecto
Create new Plecto registrations from new Mojo contacts
Effortlessly track and manage new contacts in Mojo by integrating with Plecto for seamless registration creation. This workflow instantly adds new contacts from Mojo to Plecto as new registrations, saving you time and ensuring accurate data transfer between both platforms. It's an ideal solution for teams seeking efficient ways to keep contact information neatly organized and up-to-date.
Effortlessly track and manage new contacts in Mojo by integrating with Plecto for seamless registration creation. This workflow instantly adds new contacts from Mojo to Plecto as new registrations, saving you time and ensuring accurate data transfer between both platforms. It's an ideal solution for teams seeking efficient ways to keep contact information neatly organized and up-to-date.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Create New Registration
Creates a new registration.
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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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