Mojo + SugarCRM
Update SugarCRM 7+ records when new contacts are added in Mojo
Effortlessly maintain updated records in SugarCRM 7+ with new contacts from Mojo. This workflow ensures that every time a new contact is added in Mojo, their information is consistently updated in the corresponding SugarCRM 7+ record. Experience seamless data management, enhanced organization, and save valuable time with this automation.
Effortlessly maintain updated records in SugarCRM 7+ with new contacts from Mojo. This workflow ensures that every time a new contact is added in Mojo, their information is consistently updated in the corresponding SugarCRM 7+ record. Experience seamless data management, enhanced organization, and save valuable time with this automation.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- 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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