Mojo + SugarCRM
Update SugarCRM 7+ records when new activities are added in Mojo
Effortlessly keep your SugarCRM 7+ records updated with this convenient workflow. When new activity occurs in your Mojo app, this automation ensures that the corresponding record in SugarCRM 7+ is updated accordingly, streamlining your CRM management and ensuring that your information is always up-to-date. Save time and maintain accuracy with this seamless integration between Mojo and SugarCRM 7+.
Effortlessly keep your SugarCRM 7+ records updated with this convenient workflow. When new activity occurs in your Mojo app, this automation ensures that the corresponding record in SugarCRM 7+ is updated accordingly, streamlining your CRM management and ensuring that your information is always up-to-date. Save time and maintain accuracy with this seamless integration between Mojo and SugarCRM 7+.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Update Record
Updates an existing record in any module you specify (Leads, Contacts, Tasks, etc.).
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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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