Mojo + Wise Agent CRM

Create leads in Wise Agent CRM from new Mojo activities

Effortlessly transfer new activity data from your Mojo app to Wise Agent CRM with this seamless workflow. Whenever a new activity occurs in Mojo, it instantly creates a lead in Wise Agent CRM, keeping your customer relationship management updated and ensuring no lead falls through the cracks. Save time and stay organized by incorporating this efficient automation into your daily work.

When this happens...
New Activity
Triggers when a new activity is created.
TriggerInstant
automatically do this!
Add/Update Lead/Contact
Adds or updates a lead.
ActionWrite

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Supported triggers and actions

- GroupRequired
- Note
Trigger
Instant
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- GroupRequired
- Note
Trigger
Instant
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- Note
Trigger
Instant
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New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Trigger
Instant
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- ListRequired
- Full NameRequired
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write

- TitleRequired
- TypeRequired
- Start DateRequired
- End Date
Action
Write
- Webhook TypeRequired
Trigger
Instant
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- First Name
- Last Name
- Email Address
- Home Phone
- Cell Phone
- Business Phone
- Fax Number
- Company
- Address
- Suite Number
- City
- State
- Zip Code
- Source
- Website
- Categories
- Note
Action
Write

- Note
Trigger
Instant
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- Note
Trigger
Instant
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- Notice
- Activity Types
Trigger
Instant
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Note Updated
Triggers when a note is updated in Mojo.
Trigger
Instant
Try It
- GroupsRequired
- Full NameRequired
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Contact IDRequired
- Full NameRequired
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Contact/Lead IDRequired
Action
Write