Mojo + Productive.io

Mojo + Productive.io integrations

Create new Productive.io deals from new Mojo contacts

Effortlessly streamline your lead management process with this workflow that connects Mojo and Productive.io. When you add a new contact in Mojo, a deal will be created in Productive.io, ensuring that your sales team can focus on closing deals rather than manually updating information across platforms. Stay organized and keep your sales pipeline up to date with this seamless automation.

When this happens...
New ContactTriggers when a new contact is created (through the create contact form in Data & Dialer section).
TriggerInstant
automatically do this!
Create DealCreate new deal.
ActionWrite

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More things you can do with Mojo and Productive.io

Discover other triggers and actions you can use with Mojo and Productive.io

- Group
  Required
- Note
Trigger
Instant
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- Group
  Required
- Note
Trigger
Instant
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- Note
Trigger
Instant
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New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Trigger
Instant
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- List
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write

- Title
  Required
- Type
  Required
- Start Date
  Required
- End Date
Action
Write
Booking Deleted
Triggers when Booking is deleted.
Trigger
Instant
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Budget Deleted
Triggers when Budget is deleted.
Trigger
Instant
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Company Update
Triggers when Company is updated.
Trigger
Instant
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Deal Deleted
Triggers when Deal is deleted.
Trigger
Instant
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Expense Deleted
Triggers when Expense is deleted.
Trigger
Instant
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Invoice Update
Triggers when Invoice is updated.
Trigger
Instant
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New Budget
Triggers when new Budget is created.
Trigger
Instant
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New Contact
New contact created.
Trigger
Instant
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New Expense
Triggers when Expense is created.
Trigger
Instant
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New Project
New project created.
Trigger
Instant
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Project Update
Triggers when project is updated.
Trigger
Instant
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Task Update
Triggers when Task is updated.
Trigger
Instant
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- Name
  Required
- Due Days
- Default Currency
- Description
Action
Write
- Contact
  Required
- First Name
- Last Name
- Email
- Job Title
- Company
- Phone Number
Action
Write
- Name
  Required
- Company
  Required
- Currency
  Required
- Responsible
  Required
- Probability
  Required
- Contact
- Document Type
- Deal Status
  Required
- Sales Status
- Number
- Deal Members
Action
Write
- Name
  Required
- Company
  Required
- Project Manager
  Required
- Workflow
  Required
- Access
  Required
Action
Write
- Title
  Required
- Project
  Required
- Task List
  Required
- Assignee
- Due Date
- Due Time
- Body
- Tags
Action
Write
- Task
  Required
- Title
- Project
- Task List
- Assignee
- Due Date
- Due Time
- Body
Action
Write
- Email
  Required
Action
Search
- Task ID
- Title
Action
Search

- Note
Trigger
Instant
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- Note
Trigger
Instant
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- Notice
- Activity Types
Trigger
Instant
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Note Updated
Triggers when a note is updated in Mojo.
Trigger
Instant
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- Groups
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Contact ID
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
Booking Update
Triggers when Booking is updated.
Trigger
Instant
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Budget Update
Triggers when budget is updated.
Trigger
Instant
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Contact Update
Triggers when Contact is updated.
Trigger
Instant
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Deal Update
Triggers when Deal is updated.
Trigger
Instant
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Expense Update
Triggers when Expense is updated.
Trigger
Instant
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New Booking
New booking created.
Trigger
Instant
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New Company
New company created.
Trigger
Instant
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New Deal
New deal created.
Trigger
Instant
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New Invoice
New invoice created.
Trigger
Instant
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New Task
New task created.
Trigger
Instant
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Task Deleted
Triggers when Task is deleted.
Trigger
Instant
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- Person
  Required
- Type
  Required
- Start Date
  Required
- End Date
  Required
- Time
  Required
- Note
Action
Write
- First Name
  Required
- Last Name
- Email
  Required
- Job Title
- Company
- Phone Number
Action
Write
- Deal
  Required
- Comment
  Required
Action
Write
- Deal
  Required
- Name
- Company
- Currency
- Responsible
- Probability
- Contact
- Document Type
- Deal Status
- Sales Status
- Number
- Deal Members
Action
Write
- Name
  Required
- Deal ID
  Required
- Unit ID
- Billing Type ID
Action
Write
- Name
  Required
- Project
  Required
- Board
Action
Write
- Company Name
  Required
Action
Search
- Deal ID
- Name
Action
Search
- Email
  Required
Action
Search

About Mojo

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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Related categories

CRM (Customer Relationship Management)

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About Productive.io

Productive is a project management tool that includes everything you need to run a profitable agency.

Learn moreLearn moreHelpHelp

Related categories

Project Management