Mojo + Surefire CRM

Mojo + Surefire CRM integrations

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.

When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstant
automatically do this!
Create ContactCreates a new contact or updates an existing contact.
ActionWrite

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More things you can do with Mojo and Surefire CRM

Discover other triggers and actions you can use with Mojo and Surefire CRM

- Group
  Required
- Note
Trigger
Instant
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- Group
  Required
- 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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- List
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write

- Title
  Required
- Type
  Required
- Start Date
  Required
- End Date
Action
Write
Create Contact
Creates a new contact or updates an existing contact.
Action
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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- Groups
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Contact ID
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write

About Mojo

Mojo is a Real Estate prospecting solution which includes an easy to use CRM, Power Dialer and Real Estate lead service.

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Related categories

CRM (Customer Relationship Management)

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About Surefire CRM

Surefire CRM is a multi-faceted mortgage industry CRM marketing platform that offers personalized database marketing with unique content.

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