Mojo + Salesmate
Create deals in Salesmate for new activities in Mojo
Stay on top of your sales game with this convenient workflow that connects Mojo and Salesmate. Whenever there's new activity in the Mojo app, a deal will be created in Salesmate, making sure you never miss an opportunity. This automation helps streamline your sales process, so you can focus on scoring more deals.
Stay on top of your sales game with this convenient workflow that connects Mojo and Salesmate. Whenever there's new activity in the Mojo app, a deal will be created in Salesmate, making sure you never miss an opportunity. This automation helps streamline your sales process, so you can focus on scoring more deals.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Deal
Creates a new Deal, 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.
Try It
