1.Monitor new contact in group
Integrate Mojo and CRM activity tracking to watch for new contact registrations in a configured calling group.
Log new prospect registrations into CRM contact timeline
Automatically monitor new prospect registrations across Mojo calling groups and CRM activity timelines. Create registration events when prospects join qualifying groups, match primary email, or include contact channels β so you can qualify contacts, format details, and log the onboarding timeline without manual logging.
How this automation logs new registrations to your timeline
When new prospects join a calling group, missing or delayed activity logging can slow agent onboarding. This automation filters qualifying contacts, normalizes their details, and sends a registration eventβso your team can see context instantly.
Mojoor swap with your favorite app
2.Filters qualifying contacts
Integrate Filter by Zapier and CRM rules to continue only for contacts with qualifying group membership and channels.
Filter by Zapieror swap with your favorite app
3.Formats event-ready contact data
Integrate Formatter by Zapier and data transformation tools to normalize channels, address parts, and notes for the event.
Formatter by Zapieror swap with your favorite app
4.Sends registration event to CRM
Integrate Follow Up Boss and contact timeline logging to send a registration event with mapped name, channels, and description.
Follow Up Bossor swap with your favorite app
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