Create or update webCRM people from new Mojo activities
Keep your Mojo and webCRM apps in sync with this seamless integration. Whenever there's a new activity in Mojo, this workflow will instantly create or update a person in webCRM, ensuring that your contacts and information are always up-to-date. Save time and boost efficiency by letting this automation handle the data transfer for you.
Keep your Mojo and webCRM apps in sync with this seamless integration. Whenever there's a new activity in Mojo, this workflow will instantly create or update a person in webCRM, ensuring that your contacts and information are always up-to-date. Save time and boost efficiency by letting this automation handle the data transfer for you.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create or Update Person
Creates or updates a person.
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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