Mojo + Wealthbox CRM
Create Wealthbox CRM events from new Mojo activities
Effortlessly keep track of your activities in Mojo and manage your events in Wealthbox CRM with this time-saving workflow. Whenever a new activity occurs in Mojo, an event will be created in Wealthbox CRM, ensuring that you never miss an important update or change. Stay organized and streamline your client engagement process by connecting your favorite tools for a seamless experience.
Effortlessly keep track of your activities in Mojo and manage your events in Wealthbox CRM with this time-saving workflow. Whenever a new activity occurs in Mojo, an event will be created in Wealthbox CRM, ensuring that you never miss an important update or change. Stay organized and streamline your client engagement process by connecting your favorite tools for a seamless experience.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Event
Creates a new event.
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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.
Try It
