Mojo + Redtail CRM
Create Redtail CRM activities for new Mojo app activities
Stay organized and save time with this seamless workflow between Mojo and Redtail CRM. Whenever there's a new activity in Mojo, this automation will create a corresponding activity in Redtail CRM. Keep track of important tasks and improve your productivity by eliminating the need for manual data entry.
Stay organized and save time with this seamless workflow between Mojo and Redtail CRM. Whenever there's a new activity in Mojo, this automation will create a corresponding activity in Redtail CRM. Keep track of important tasks and improve your productivity by eliminating the need for manual data entry.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Activity
Creates a new 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
