Mojo + Redtail CRM
Create opportunities in Redtail CRM for new contacts in Mojo
Effortlessly manage your sales pipeline by connecting Mojo and Redtail CRM with this seamless workflow. When a new contact is added in Mojo, an opportunity will be immediately created in Redtail CRM, ensuring your sales team is always on top of potential prospects. Stay organized and efficient by automating this essential process in your sales cycle.
Effortlessly manage your sales pipeline by connecting Mojo and Redtail CRM with this seamless workflow. When a new contact is added in Mojo, an opportunity will be immediately created in Redtail CRM, ensuring your sales team is always on top of potential prospects. Stay organized and efficient by automating this essential process in your sales cycle.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Create Opportunity
Creates a new opportunity in your database.
- Free forever for core features
- 14 day trial for premium features & apps
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
