Mojo + Zendesk Sell
Create tasks in Zendesk Sell for new Mojo contacts
Effortlessly manage your contact tasks with this workflow that connects Mojo and Zendesk Sell. When you add a new contact in Mojo, a task will be created in Zendesk Sell, ensuring you have an efficient system for keeping track of interactions with potential clients. Stay organized and improve your sales process with this seamless connection between your contact management and sales tools.
Effortlessly manage your contact tasks with this workflow that connects Mojo and Zendesk Sell. When you add a new contact in Mojo, a task will be created in Zendesk Sell, ensuring you have an efficient system for keeping track of interactions with potential clients. Stay organized and improve your sales process with this seamless connection between your contact management and sales tools.
- 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
Note
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