Mojo + Wealthbox CRM
Create Wealthbox CRM notes from new Mojo activities
Streamline your sales process with this efficient workflow that connects Mojo and Wealthbox CRM. When new activity occurs in the Mojo app, a note will be instantly created in Wealthbox CRM, ensuring that all relevant information is up-to-date and easily accessible. Save time and effort by eliminating manual data entry, allowing you to focus on what truly matters – developing fruitful client relationships.
Streamline your sales process with this efficient workflow that connects Mojo and Wealthbox CRM. When new activity occurs in the Mojo app, a note will be instantly created in Wealthbox CRM, ensuring that all relevant information is up-to-date and easily accessible. Save time and effort by eliminating manual data entry, allowing you to focus on what truly matters – developing fruitful client relationships.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Note
Creates a new note.
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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).
Try It
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.
Try It
