Mojo + SharpSpring integrations
Update SharpSpring opportunities when Mojo contacts are modified
Efficiently manage your sales pipeline with this Mojo and SharpSpring workflow. Whenever a contact is updated in Mojo, an opportunity will be created or updated in SharpSpring, ensuring your pipeline stays up-to-date with the latest information. Streamline your sales process and maintain accurate records through this time-saving automation.
- When this happens...Contact UpdatedTriggers 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.
- automatically do this!Create/Update OpportunityCreate or optionally update an Opportunity in SharpSpring. If an opportunity already exists in SharpSpring with the specified name, that opportunity will be updated. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
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More things you can do with Mojo and SharpSpring
Discover other triggers and actions you can use with Mojo and SharpSpring
- GroupRequired
- Note
Try ItTriggerInstant- GroupRequired
- Note
Try ItTriggerInstant- New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Try ItTriggerInstant
- Notice
- Activity Types
Try ItTriggerInstant- Note Updated
Triggers when a note is updated in Mojo.
Try ItTriggerInstant
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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Powerful, affordable marketing tools for marketing agencies and SMBs. Features include email automation, lead capture, and a built in CRM system.
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