Mojo + Salesflare
Create new Salesflare opportunities from new Mojo contacts
Effortlessly streamline your sales process with this Mojo to Salesflare workflow. Once a new contact is added in Mojo, an opportunity will be created in Salesflare, ensuring you never miss out on a potential lead. Save time and stay organized while focusing on closing more deals.
Effortlessly streamline your sales process with this Mojo to Salesflare workflow. Once a new contact is added in Mojo, an opportunity will be created in Salesflare, ensuring you never miss out on a potential lead. Save time and stay organized while focusing on closing more deals.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Create Opportunity
Creates a new opportunity.
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GroupRequired
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
