Mojo + Proposify
Create new Proposify clients from Mojo activities
Effortlessly manage your sales activities and client proposals with this seamless workflow. When a new activity takes place in Mojo, a client will be created in Proposify, ensuring your client database remains up-to-date and organized. Focus on closing deals while this integration handles the administrative work, providing better clarity in your day-to-day tasks.
Effortlessly manage your sales activities and client proposals with this seamless workflow. When a new activity takes place in Mojo, a client will be created in Proposify, ensuring your client database remains up-to-date and organized. Focus on closing deals while this integration handles the administrative work, providing better clarity in your day-to-day tasks.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Client
Creates a new client.
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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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