Create new ArcSite projects from newly added Mojo contacts
Effortlessly manage your contacts and projects with this convenient workflow. When a new contact is added in Mojo, a project will be created in ArcSite, ensuring all your information stays organized and easily accessible. Save time and stay on top of your tasks with this seamless automation between Mojo and ArcSite.
Effortlessly manage your contacts and projects with this convenient workflow. When a new contact is added in Mojo, a project will be created in ArcSite, ensuring all your information stays organized and easily accessible. Save time and stay on top of your tasks with this seamless automation between Mojo and ArcSite.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Create Project
Create a New Project and also optionally set other information, such as customer info, sales rep info...
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