Mojo + Rocket Referrals

Mojo + Rocket Referrals integrations

Create and update Rocket Referrals contacts from new Mojo activities

Effortlessly manage your contacts with this seamless workflow between Mojo and Rocket Referrals. Whenever there's a new activity in your Mojo app, this automation will create or update the corresponding contact in Rocket Referrals. Stay organized and keep your contacts up to date without breaking a sweat.

When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstant
automatically do this!
Create/Update ContactCreates or updates a contact.
ActionWrite

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More things you can do with Mojo and Rocket Referrals

Discover other triggers and actions you can use with Mojo and Rocket Referrals

- Group
  Required
- Note
Trigger
Instant
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- Group
  Required
- Note
Trigger
Instant
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- Note
Trigger
Instant
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New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Trigger
Instant
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- List
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write

- Title
  Required
- Type
  Required
- Start Date
  Required
- End Date
Action
Write
- Trigger on
  Required
Trigger
Instant
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- Trigger on
  Required
Trigger
Instant
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- Search for existing contacts by
  Required
- Update only
  Required
- Contact ID
- Contact type
- Full name
- First name
- Middle name
- Last name
- Nickname
- Primary nickname
- Gender
- Birthday
- Spouse first name
- Spouse last name
- Spouse nickname
- Spouse full name
- Spouse birthday
- Language
- Address line 1
- Address line 2
- City
- State
- Zip
- Phone
- Email
- Email Unsubscribe
- Account number
- Primary employee (Employee ID)
- Customer since date
- Last purchase date
- Customer end date
- Contact status
- Organization name
- Key contact (Yes/No)
- Referred by (name or account number)
- Referred on date
- Active product count
- Total revenue/value
- Add to list
- Remove from list
Action
Write

- Note
Trigger
Instant
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- Note
Trigger
Instant
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- Notice
- Activity Types
Trigger
Instant
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Note Updated
Triggers when a note is updated in Mojo.
Trigger
Instant
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- Groups
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Contact ID
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Trigger on
  Required
Trigger
Instant
Try It
- Trigger on
  Required
Trigger
Instant
Try It

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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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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About Rocket Referrals

Rocket Referrals is designed to get clients to stay longer, buy more and refer their friends. You'll see results in under 48 hours.

HelpHelp

Related categories

Marketing Automation

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier