Mojo + Salesforce
Create Salesforce leads from new Mojo group contacts
Enhance your CRM strategy by instantly populating Salesforce with new contact data from your Mojo groups. With this automation, each time a new contact is added to a particular group in Mojo, a lead is created in Salesforce, allowing you to track and manage your contacts more efficiently. It eases the process of lead management and ensures that no potential client information slips through the cracks. Keep your teams focused on essential tasks, letting this workflow handle the repetitive work.
Enhance your CRM strategy by instantly populating Salesforce with new contact data from your Mojo groups. With this automation, each time a new contact is added to a particular group in Mojo, a lead is created in Salesforce, allowing you to track and manage your contacts more efficiently. It eases the process of lead management and ensures that no potential client information slips through the cracks. Keep your teams focused on essential tasks, letting this workflow handle the repetitive work.
- When this happens...New Contact in Group
Triggers when a contact is added to a group in Mojo (contact sync is not available for contacts within a previous integration).
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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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
