Create new Streak boxes for new Mojo contacts in a group
Simplify your contact management process by linking Mojo and Streak. With this workflow, whenever a new contact is added to a group in Mojo, it will create a corresponding box in Streak. This automation saves you time, reducing manual data entry and ensuring seamless information flow between your sales and CRM platforms.
Simplify your contact management process by linking Mojo and Streak. With this workflow, whenever a new contact is added to a group in Mojo, it will create a corresponding box in Streak. This automation saves you time, reducing manual data entry and ensuring seamless information flow between your sales and CRM platforms.
- When this happens...New Contact in Group
Triggers when a contact is added to a group in Mojo (contact sync is not available for contacts within a previous integration).
- automatically do this!Create New Box
Create a new box.
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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