Mojo + Wise Agent CRM
Create leads in Wise Agent CRM from new Mojo activities
Effortlessly transfer new activity data from your Mojo app to Wise Agent CRM with this seamless workflow. Whenever a new activity occurs in Mojo, it instantly creates a lead in Wise Agent CRM, keeping your customer relationship management updated and ensuring no lead falls through the cracks. Save time and stay organized by incorporating this efficient automation into your daily work.
Effortlessly transfer new activity data from your Mojo app to Wise Agent CRM with this seamless workflow. Whenever a new activity occurs in Mojo, it instantly creates a lead in Wise Agent CRM, keeping your customer relationship management updated and ensuring no lead falls through the cracks. Save time and stay organized by incorporating this efficient automation into your daily work.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Add Lead
Adds a new lead.
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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
