1.Detect new contact added to group
Integrate Mojo and contact-group tools to detect new prospects to add investor lead records.
Add new prospect to investor lead list with details
Automatically monitor new contacts added to configured prospecting groups across Mojo, Formatter by Zapier, and Webhooks by Zapier. Create and update when new contact added, email needs standardization, or phone number needs formattingβso you can submit investor lead details, forward records automatically, and track sources without manual data entry.
How this automation adds investors to your lead list
When new prospects are added to a prospecting group, lead details can get copied by hand and records may end up incomplete. This automation normalizes contact data, posts the completed lead record to your investor lead list, and flags the original contact as forwardedβso your team can scale outreach without copying info.
Mojoor swap with your favorite app
2.Normalize contact fields
Integrate Formatter by Zapier and data formatting tools to normalize contact fields for consistent matching.
Formatter by Zapieror swap with your favorite app
3.Post lead form payload
Integrate Webhooks by Zapier and form endpoints to post standardized lead details to your investor CRM.
Webhooks by Zapieror swap with your favorite app
4.Add forwarded status note
Integrate Mojo and status tracking tools to add a note so the contact is marked as forwarded.
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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