Update Pulseem clients automatically when Mojo contacts are modified
Keep your Mojo and Pulseem contacts up-to-date effortlessly with this seamless automation. Whenever a contact is updated in Mojo, this workflow will instantly create or update the corresponding client information in Pulseem. Save time on manual data entry and ensure accurate and consistent contact details across both platforms.
Keep your Mojo and Pulseem contacts up-to-date effortlessly with this seamless automation. Whenever a contact is updated in Mojo, this workflow will instantly create or update the corresponding client information in Pulseem. Save time on manual data entry and ensure accurate and consistent contact details across both platforms.
- When this happens...Contact 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.
- automatically do this!Pulseem Interface - Create/Update Client
Create or update a client in a specific group.
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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.
Try It