Create or update Fieldnotes contacts from new Mojo activities
Effortlessly manage your contacts in Fieldnotes when new activities occur in Mojo using this efficient workflow. When a new activity is added in Mojo, this process will either update an existing contact or create a new one in Fieldnotes, ensuring both apps remain current. Enhance productivity by simplifying your contact management process.
Effortlessly manage your contacts in Fieldnotes when new activities occur in Mojo using this efficient workflow. When a new activity is added in Mojo, this process will either update an existing contact or create a new one in Fieldnotes, ensuring both apps remain current. Enhance productivity by simplifying your contact management process.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Update or Add Contact
Update if the contact exists, if not, add as a new contact. (Uses First Name and Last Name to identify the contact).
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