Update Redtail CRM activities when new Mojo activities are created
Keep your sales activities up-to-date with this seamless workflow between Mojo and Redtail CRM. When a new activity takes place in Mojo, it will automatically update the corresponding activity in Redtail CRM. This automation helps you save time, maintain accurate records, and ensure that your sales activities are consistently updated across both platforms.
Keep your sales activities up-to-date with this seamless workflow between Mojo and Redtail CRM. When a new activity takes place in Mojo, it will automatically update the corresponding activity in Redtail CRM. This automation helps you save time, maintain accurate records, and ensure that your sales activities are consistently updated across both platforms.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Update Activity
Updates and existing activity in your database.
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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