Mojo + Process Plan integrations
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.
- When this happens...New ContactTriggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Start a New ProcessStarts a new process instance and populates it's fields.
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More things you can do with Mojo and Process Plan
Discover other triggers and actions you can use with Mojo and Process Plan
- 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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ProcessPlan is a process, procedure, project, and workflow tool. Visually diagram your processes and then let ProcessPlan automate and manage your daily operations so you don't have to worry about making sure things are done correctly. Make your business run like a well-oiled machine while you sit back and relax!
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