Mojo + Process Plan
Create new Process Plan processes for new Mojo contacts
Effortlessly streamline your customer onboarding process with this workflow. When a new contact is added in Mojo, a new process will be initiated in Process Plan. Save time and ensure consistent handling of all new contacts, allowing your team to focus on delivering exceptional service rather than managing manual tasks.
Effortlessly streamline your customer onboarding process with this workflow. When a new contact is added in Mojo, a new process will be initiated in Process Plan. Save time and ensure consistent handling of all new contacts, allowing your team to focus on delivering exceptional service rather than managing manual tasks.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Start a New Process
Starts a new process instance and populates it's fields.
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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).
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
