Mojo + Surefire CRM
Create new Surefire CRM contacts from Mojo's new contact entries
Effortlessly streamline your lead management process by connecting Mojo with Surefire CRM. With this workflow, every time a new contact is added to the Mojo app, their information will be instantly saved as a contact in Surefire CRM, keeping your customer database up-to-date and organized. Focus on business growth while this automation takes care of maintaining your contact lists across platforms.
Effortlessly streamline your lead management process by connecting Mojo with Surefire CRM. With this workflow, every time a new contact is added to the Mojo app, their information will be instantly saved as a contact in Surefire CRM, keeping your customer database up-to-date and organized. Focus on business growth while this automation takes care of maintaining your contact lists across platforms.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- 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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