Mojo + Sunivo

Upload new Sunivo leads whenever new contacts are added in a group in Mojo

Ensure your sales process is seamless and efficient with this dynamic workflow that activates as a new contact is added to a group in your Mojo app, and instantly uploads it as a new lead in the Sunivo app. This automation not only saves time but also ensures you never miss any potential leads, keeping your sales funnel constantly filled.

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).
TriggerInstant
automatically do this!
Upload New Lead
Creates a new Lead.
ActionWrite

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Supported triggers and actions

- GroupRequired
- Note
Trigger
Instant
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- GroupRequired
- Note
Trigger
Instant
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- Note
Trigger
Instant
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New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Trigger
Instant
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- ListRequired
- Full NameRequired
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write

- TitleRequired
- TypeRequired
- Start DateRequired
- End Date
Action
Write
Lead Status Changed
Triggers when a lead status is changed.
Trigger
Polling
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Appointment Outcome
Triggers when a new appointment outcome is reported.
Trigger
Polling
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New Lead Group Created
Triggers when a new lead group is created.
Trigger
Polling
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New Voicemail
Triggers when a new voicemail is received.
Trigger
Polling
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SMS Message Received
Triggers when a new SMS message is received.
Trigger
Polling
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- First NameRequired
- Last Name
- Phone NumberRequired
- EmailRequired
- Address
- Credit Score
- Average Utility Bill
Action
Write
- Customer Email
- Customer Phone Number
Action
Search
- Group Name
Action
Search
- Group Name
- Group NameRequired
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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- GroupsRequired
- Full NameRequired
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Contact IDRequired
- Full NameRequired
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
Missed Call
Triggers when a call is missed.
Trigger
Polling
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New Appointment Scheduled
Triggers when a new appointment is scheduled (Normal Events, Custom Events, ALL Events).
Trigger
Polling
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New Lead Uploaded
Triggers when a new lead is uploaded.
Trigger
Polling
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New Sale
Triggers when a new sale is submitted.
Trigger
Polling
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- Group NameRequired
Action
Write
- To NumberRequired
- Message ContentRequired
Action
Write
- Lead Email
Action
Search
- Utility Company Name
Action
Search