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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- 14 day trial for premium features & apps
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.