Mojo + Spotler CRM

Mojo + Spotler CRM integrations

Create new Spotler CRM accounts from new Mojo contacts

Easily streamline your sales process and improve organization with this workflow. When a new contact is added in Mojo, it will create an account for them in Spotler CRM. This automation helps you keep track of your growing contact list without any manual effort, while ensuring your CRM accounts stay up-to-date and accurate.

When this happens...
New ContactTriggers when a new contact is created (through the create contact form in Data & Dialer section).
TriggerInstant
automatically do this!
Create AccountFinds an account within your CRM.
ActionWrite

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More things you can do with Mojo and Spotler CRM

Discover other triggers and actions you can use with Mojo and Spotler CRM

- Group
  Required
- Note
Trigger
Instant
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- Group
  Required
- Note
Trigger
Instant
Try It
- Note
Trigger
Instant
Try It
New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Trigger
Instant
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- List
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write

- Title
  Required
- Type
  Required
- Start Date
  Required
- End Date
Action
Write
- Type
Trigger
Instant
Try It

New Contact
Triggers when a new contact is created.
Trigger
Instant
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- Type
- Owner
Trigger
Instant
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- Account
  Required
- Activity Date
  Required
- Activity Type
  Required
- Description
Action
Write
- Opportunity Name
- Account
  Required
- Status
  Required
- Probability
  Required
Action
Write
- Dropdown name
  Required
- Items
  Required
Action
Write
- Contact Field
  Required
Action
Search
- Contact Field
  Required
- Account
  Required
- Salutation
- First
- Middle
- Last
- Email
- Local AddressLine
- Local City
- Local County/State
- Local Postcode/Zip
- Local Country
Action
Search or write

- Note
Trigger
Instant
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- Note
Trigger
Instant
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- Notice
- Activity Types
Trigger
Instant
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Note Updated
Triggers when a note is updated in Mojo.
Trigger
Instant
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- Groups
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Contact ID
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Type
Trigger
Instant
Try It
- Probability
- Status
Trigger
Instant
Try It
- Name
- Address Line
- City
- County/State
- Postcode/Zip
- Country
- Owner
Action
Write
- Account
  Required
- Salutation
- First
- Middle
- Last
- Email
- Local AddressLine
- Local City
- Local County/State
- Local Postcode/Zip
- Local Country
Action
Write
- Account
  Required
- Task Date
  Required
- All Day Event
- Priority
  Required
- Task Status
  Required
- Task Type
  Required
- Owner
- Description
Action
Write
- Account Field
  Required
Action
Search
- Account Field
  Required
- Name
- Address Line
- City
- County/State
- Postcode/Zip
- Country
- Owner
Action
Search or write

About Mojo

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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CRM (Customer Relationship Management)

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About Spotler CRM

Spotler CRM, part of the Spotler Group, allows you to track customers and sales across the entire pipeline.

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Related categories

Marketing Automation

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier