Mojo + Vtiger CRM
Create new Vtiger CRM cases for new Mojo contacts
Efficiently manage your sales leads by integrating Mojo and Vtiger CRM through this streamlined workflow. When you add a new contact in Mojo, this automation creates a corresponding case in Vtiger CRM, ensuring your customer information remains organized and easily accessible across both platforms. This process helps optimize your sales funnel and enhances overall productivity.
Efficiently manage your sales leads by integrating Mojo and Vtiger CRM through this streamlined workflow. When you add a new contact in Mojo, this automation creates a corresponding case in Vtiger CRM, ensuring your customer information remains organized and easily accessible across both platforms. This process helps optimize your sales funnel and enhances overall productivity.
- 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 Case
Creates a new Case.
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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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