Mojo + SugarCRM
Update SugarCRM 7+ records when Mojo contacts are updated
Keep your CRM up-to-date and streamline your workflow with this automation. When a contact is updated in Mojo, it will trigger an update for the corresponding record in SugarCRM 7+. This way, you'll save time and ensure that your customer information is always accurate and current.
Keep your CRM up-to-date and streamline your workflow with this automation. When a contact is updated in Mojo, it will trigger an update for the corresponding record in SugarCRM 7+. This way, you'll save time and ensure that your customer information is always accurate and current.
- When this happens...Contact 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.
- 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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