Mojo + Surefire CRM

Mojo + Surefire CRM integrations

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.

When this happens...
New ContactTriggers when a new contact is created (through the create contact form in Data & Dialer section).
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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