Mojo + SharpSpring
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.
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 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.
- automatically do this!Create/Update Opportunity
Create 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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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
