Mojo + Wealthbox CRM
Update Wealthbox CRM households when Mojo contacts are updated
Keep your Wealthbox CRM information current with this smooth workflow. When a contact is updated in Mojo, the related details will be refreshed in Wealthbox CRM, ensuring your crucial data stays precise and easily accessible. Simplify your sales processes and enhance your team's productivity by managing contacts effectively with this automation.
Keep your Wealthbox CRM information current with this smooth workflow. When a contact is updated in Mojo, the related details will be refreshed in Wealthbox CRM, ensuring your crucial data stays precise and easily accessible. Simplify your sales processes and enhance your team's productivity by managing contacts effectively with this automation.
- When this happens...Contact 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.
- automatically do this!Create Household
Creates a new household.
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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
