Mojo + SmartSuite
Add new Mojo contacts to SmartSuite as records
Effortlessly manage your contacts with this seamless workflow between Mojo and SmartSuite. Once set up, each time a new contact is added in Mojo, a corresponding record will be created in SmartSuite, ensuring all your important information is organized and up-to-date. This automation removes the need for manual data entry, saving you time and improving accuracy.
Effortlessly manage your contacts with this seamless workflow between Mojo and SmartSuite. Once set up, each time a new contact is added in Mojo, a corresponding record will be created in SmartSuite, ensuring all your important information is organized and up-to-date. This automation removes the need for manual data entry, saving you time and improving accuracy.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Create Record
Triggers when new record is created.
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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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