Update Zendesk Sell deals when new contacts are added in Mojo
Keep your Mojo and Zendesk Sell apps seamlessly connected with this efficient workflow. When a new contact is added in Mojo, this automation will instantly update the corresponding deal in Zendesk Sell, ensuring that your contact information stays up-to-date across both platforms without any manual effort. Say goodbye to outdated information and hello to a more streamlined sales process.
Keep your Mojo and Zendesk Sell apps seamlessly connected with this efficient workflow. When a new contact is added in Mojo, this automation will instantly update the corresponding deal in Zendesk Sell, ensuring that your contact information stays up-to-date across both platforms without any manual effort. Say goodbye to outdated information and hello to a more streamlined sales process.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Update Deal
Updates an existing deal.
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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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