Elevated CRM + Mojo
Update Elevated CRM contacts by phone when Mojo contacts are modified
Keep your Mojo and Elevated CRM contacts up-to-date effortlessly with this workflow. Whenever you update a contact in Mojo, this automation will help you create or update the contact by phone information in Elevated CRM. Maintain accurate records across both platforms, saving time and ensuring seamless communication.
Keep your Mojo and Elevated CRM contacts up-to-date effortlessly with this workflow. Whenever you update a contact in Mojo, this automation will help you create or update the contact by phone information in Elevated CRM. Maintain accurate records across both platforms, saving time and ensuring seamless communication.
- When this happens...Contact 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.
- automatically do this!Create or Update Contact by Phone
Create Or Update A Contact By Phone. When updating, if we find several contacts, we will only update the most recently created contact.
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