Create Swell invites for new Mojo contacts
Effortlessly connect Mojo and Swell to streamline your customer invitation process. With this workflow, every time a new contact is added in Mojo, an invite will be sent through Swell, making it easy to engage and stay connected with your audience. Keep growing your business connections while saving time with this seamless automation.
Effortlessly connect Mojo and Swell to streamline your customer invitation process. With this workflow, every time a new contact is added in Mojo, an invite will be sent through Swell, making it easy to engage and stay connected with your audience. Keep growing your business connections while saving time with this seamless automation.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Send Invite
This will create a contact and then send them a review invite.
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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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