Mojo + Surefire CRM
Create new Surefire CRM contacts from Mojo activities
Effortlessly keep your contact information up to date with this seamless workflow between Mojo and Surefire CRM. When new activity occurs in the Mojo app, a contact will be created in Surefire CRM, ensuring your databases stay organized and current. Simplify your contact management process and focus on fostering relationships with your clients by automating this crucial task.
Effortlessly keep your contact information up to date with this seamless workflow between Mojo and Surefire CRM. When new activity occurs in the Mojo app, a contact will be created in Surefire CRM, ensuring your databases stay organized and current. Simplify your contact management process and focus on fostering relationships with your clients by automating this crucial task.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Contact
Creates a new contact or updates an existing contact.
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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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