Mojo + Practice Better integrations
Add new Mojo contacts as clients in Practice Better seamlessly
Easily manage and organize your client information by connecting Mojo and Practice Better with this automation. Whenever a new contact is added in Mojo, this workflow will create and add a client in Practice Better. Save time and streamline your client management process by setting up this seamless integration.
- When this happens...New ContactTriggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Add ClientAdd a new client to your account.
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More things you can do with Mojo and Practice Better
Discover other triggers and actions you can use with Mojo and Practice Better
- GroupRequired
- Note
Try ItTriggerInstant- GroupRequired
- Note
Try ItTriggerInstant- New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Try ItTriggerInstant
- Notice
- Activity Types
Try ItTriggerInstant- Note Updated
Triggers when a note is updated in Mojo.
Try ItTriggerInstant
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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