Mojo + Redtail CRM
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.
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.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Contact
Creates a new contact in your database.
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GroupRequired
Note
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