Mojo + SharpSpring
Update SharpSpring opportunities when Mojo contacts are modified
Efficiently manage your sales pipeline with this Mojo and SharpSpring workflow. Whenever a contact is updated in Mojo, an opportunity will be created or updated in SharpSpring, ensuring your pipeline stays up-to-date with the latest information. Streamline your sales process and maintain accurate records through this time-saving automation.
Efficiently manage your sales pipeline with this Mojo and SharpSpring workflow. Whenever a contact is updated in Mojo, an opportunity will be created or updated in SharpSpring, ensuring your pipeline stays up-to-date with the latest information. Streamline your sales process and maintain accurate records through this time-saving automation.
- 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/Update Opportunity
Create or optionally update an Opportunity in SharpSpring. If an opportunity already exists in SharpSpring with the specified name, that opportunity will be updated.
You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
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