Mojo + Upscale
Create new Upscale prospects from new Mojo contacts
Effortlessly manage your prospect pipeline by connecting Mojo and Upscale. With this workflow, every time you add a new contact in Mojo, the prospect will be saved in Upscale, helping you efficiently track leads and ensure no opportunity slips through the cracks. Streamline your sales process and stay organized with this simple yet effective automation.
Effortlessly manage your prospect pipeline by connecting Mojo and Upscale. With this workflow, every time you add a new contact in Mojo, the prospect will be saved in Upscale, helping you efficiently track leads and ensure no opportunity slips through the cracks. Streamline your sales process and stay organized with this simple yet effective 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!Save Prospect
Create or Update a Prospect in Upscale
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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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