Create kvCORE contacts from new Mojo notes effortlessly
Effortlessly keep your contacts up-to-date with this automation, which instantly creates a new contact in kvCORE when a note is added in Mojo. By streamlining this process, you save time on manual data entry and ensure that all important information is transferred between the two apps seamlessly. Stay organized and improve your CRM management with this efficient workflow.
Effortlessly keep your contacts up-to-date with this automation, which instantly creates a new contact in kvCORE when a note is added in Mojo. By streamlining this process, you save time on manual data entry and ensure that all important information is transferred between the two apps seamlessly. Stay organized and improve your CRM management with this efficient workflow.
- When this happens...New Note
Triggers when a new note is created in Mojo (through the contact screen only).
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
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