Mojo + QuickDesk
Create company leads in QuickDesk for new activities in Mojo
Effortlessly streamline your sales process with this workflow that connects Mojo and QuickDesk. When a new activity occurs in Mojo, a company lead will be created in QuickDesk, ensuring that your sales team always has up-to-date information. Save time and reduce manual data entry with this seamless automation between apps.
Effortlessly streamline your sales process with this workflow that connects Mojo and QuickDesk. When a new activity occurs in Mojo, a company lead will be created in QuickDesk, ensuring that your sales team always has up-to-date information. Save time and reduce manual data entry with this seamless automation between apps.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Company Lead
Creates a company lead.
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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).
Try It
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
