Mojo + Salesmate
Add new contacts in Mojo groups to Salesmate as contacts
Effortlessly manage your contacts between Mojo and Salesmate with this seamless workflow. When a new contact is added to a group in Mojo, this automation will create a new contact in Salesmate, saving you time and ensuring consistency across both platforms. Stay organized and focused on building strong relationships with your clients by streamlining your contact management process.
Effortlessly manage your contacts between Mojo and Salesmate with this seamless workflow. When a new contact is added to a group in Mojo, this automation will create a new contact in Salesmate, saving you time and ensuring consistency across both platforms. Stay organized and focused on building strong relationships with your clients by streamlining your contact management process.
- 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 Contact
Creates a new Contact, probably with input from previous steps.
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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).
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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.
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