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Mojo + Redtail CRM

Mojo + Redtail CRM

Mojo + Redtail CRM integrations

Create new Redtail CRM contacts from Mojo activities

Effortlessly manage your contacts by connecting Mojo and Redtail CRM. With this workflow, every time there is a new activity in Mojo, a corresponding contact will be created in Redtail CRM. Save time and keep your customer information organized and up-to-date with this seamless automation.

  1. When this happens...
    New Activity
    New Activity
    New ActivityTriggers when a new activity is created.
  2. automatically do this!
    Create Contact
    Create Contact
    Create ContactCreates a new contact in your database.
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More things you can do with Mojo and Redtail CRM

Discover other triggers and actions you can use with Mojo and Redtail CRM

    • Group
      Required
    • Note
    Trigger
    Instant
    Try It
    • Group
      Required
    • Note
    Trigger
    Instant
    Try It
    • Note
    Trigger
    Instant
    Try It
  • Mojo triggers, actions, and search
    New Note

    Triggers when a new note is created in Mojo (through the contact screen only).

    Trigger
    Instant
    Try It
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About Mojo
Mojo is a Real Estate prospecting solution which includes an easy to use CRM, Power Dialer and Real Estate lead service.
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About Redtail CRM
Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
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