Create and update Pulseem clients from new Mojo contacts
Easily keep your Mojo and Pulseem contacts up to date with this efficient workflow. When you add a new contact in Mojo, the integration will create or update a client in Pulseem. Maintain a consistent client list across platforms without manual effort, ensuring your marketing and sales efforts are always targeted and effective.
Easily keep your Mojo and Pulseem contacts up to date with this efficient workflow. When you add a new contact in Mojo, the integration will create or update a client in Pulseem. Maintain a consistent client list across platforms without manual effort, ensuring your marketing and sales efforts are always targeted and effective.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- 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.
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