Mojo + Wealthbox CRM
Create tasks in Wealthbox CRM for new Mojo contacts
Effortlessly manage your contacts between Mojo and Wealthbox CRM with this seamless workflow. When a new contact is added in Mojo, it instantly creates a task in Wealthbox CRM, ensuring all crucial information is transferred and organized efficiently. Stay on top of your customer interactions and never miss a beat with this powerful automation.
Effortlessly manage your contacts between Mojo and Wealthbox CRM with this seamless workflow. When a new contact is added in Mojo, it instantly creates a task in Wealthbox CRM, ensuring all crucial information is transferred and organized efficiently. Stay on top of your customer interactions and never miss a beat with this powerful 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!Create Task
Creates a new task.
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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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