Mojo + Solargraf
Create Solargraf leads from new Mojo activities
Stay on top of new activities in your Mojo app by seamlessly creating leads in Solargraf. This workflow triggers when a new activity occurs in Mojo and turns it into a lead in Solargraf, making sure you never miss an opportunity to expand your solar business. Save time and streamline your sales process with this efficient automation.
Stay on top of new activities in your Mojo app by seamlessly creating leads in Solargraf. This workflow triggers when a new activity occurs in Mojo and turns it into a lead in Solargraf, making sure you never miss an opportunity to expand your solar business. Save time and streamline your sales process with this efficient automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Lead
Creates a Lead in SolarGraf
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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
