Update Brivity leads when new notes are created in Mojo
Keep your lead management efficient and accurate. With this workflow, every time a new note is added in the Mojo app, the corresponding lead in Brivity gets updated instantly. This seamless integration ensures accuracy across both platforms and eliminates manual data entry, letting you focus on expanding your lead base and ensuring no critical updates get overlooked.
Keep your lead management efficient and accurate. With this workflow, every time a new note is added in the Mojo app, the corresponding lead in Brivity gets updated instantly. This seamless integration ensures accuracy across both platforms and eliminates manual data entry, letting you focus on expanding your lead base and ensuring no critical updates get overlooked.
- When this happens...New Note
Triggers when a new note is created in Mojo (through the contact screen only).
- automatically do this!
Triggers when a lead is updated.
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