Create new REsimpli 3.0 leads from new notes in Mojo
Streamline your lead generation process with this efficient workflow. Whenever a new note is added in Mojo, a lead is instantly created in REsimpli 3.0. This automatic system ensures you never miss an opportunity for lead generation, boosting your productivity and saving you valuable time.
Streamline your lead generation process with this efficient workflow. Whenever a new note is added in Mojo, a lead is instantly created in REsimpli 3.0. This automatic system ensures you never miss an opportunity for lead generation, boosting your productivity and saving you valuable time.
- When this happens...New Note
Triggers when a new note is created in Mojo (through the contact screen only).
- automatically do this!Create Lead
Creates a new lead in CRM.
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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