Create contacts in Project Broadcast from new activities in Mojo
Effortlessly keep your Mojo and Project Broadcast contact lists up to date with this seamless workflow. When new activity happens in Mojo, a contact is created in Project Broadcast, ensuring you stay on top of crucial leads. Streamline your contact management process while saving valuable time and resources with this efficient automation.
Effortlessly keep your Mojo and Project Broadcast contact lists up to date with this seamless workflow. When new activity happens in Mojo, a contact is created in Project Broadcast, ensuring you stay on top of crucial leads. Streamline your contact management process while saving valuable time and resources with this efficient automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Contact
Creates a new Project Broadcast contact. If the contact possibly exists, you will need to use the Find Contact action which will search for the contact and create one if it is not found.
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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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