Credit Letters Software + Mojo

Create leads in Credit Letters Software when new contacts are added in Mojo

Effortlessly manage your leads with this seamless workflow between Mojo and Credit Letters Software. When a new contact is added in Mojo, a lead will be created in Credit Letters Software, ensuring all your essential contact information is in one place and consistently up-to-date. Simplify your lead management process and stay organized with this powerful integration.

When this happens...
New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
TriggerInstant
automatically do this!
Create Lead
Finds a lead based on email.
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
Client Status Changed
Triggers when a client status is changed.
Trigger
Instant
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New Client
Triggers when a new client is created.
Trigger
Instant
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New Letter Generated
Triggers when a new letter is generated.
Trigger
Instant
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Update Lead
Triggers when a lead is updated.
Trigger
Instant
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- First NameRequired
- Last NameRequired
- EmailRequired
- PhoneRequired
- Date Of BirthRequired
- What Is Your Main GoalRequired
- ZipRequired
- Street Number
- Street Name
- State
- City
- SSN
Action
Write
- LeadRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- PhoneRequired
- Date Of BirthRequired
- What Is Your Main GoalRequired
- Street NumberRequired
- Street NameRequired
- ZipRequired
- State
- City
- SSN
Action
Write
- EmailRequired
Action
Search
- EmailRequired
- First NameRequired
- Last NameRequired
- PhoneRequired
- Date Of BirthRequired
- What Is Your Main GoalRequired
- ZipRequired
- Street Number
- Street Name
- State
- City
- SSN
Action
Search or 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
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- 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
Delete Lead
Triggers when a lead is deleted.
Trigger
Instant
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New Lead
Triggers when a new lead is created.
Trigger
Instant
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Update Client
Triggers when a client is updated.
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- Full Name
- EmailRequired
- PhoneRequired
- Date Of BirthRequired
- Street Number
- Street Name
- State
- City
- ZipRequired
- SSN
- What Is Your Main GoalRequired
- StatusRequired
- Document Tracking Number
- Client Portal Access
Action
Write
- ClientRequired
- First NameRequired
- Last NameRequired
- Full Name
- EmailRequired
- PhoneRequired
- Date Of BirthRequired
- Street Number
- Street Name
- State
- City
- ZipRequired
- SSN
- What Is Your Main GoalRequired
- StatusRequired
- Document Tracking Number
- Client Portal Access
Action
Write
- Email or PhoneRequired
Action
Search
- Email or PhoneRequired
- First NameRequired
- Last NameRequired
- Full Name
- EmailRequired
- PhoneRequired
- Date Of BirthRequired
- Street Number
- Street Name
- State
- City
- ZipRequired
- SSN
- What Is Your Main GoalRequired
- StatusRequired
- Document Tracking Number
- Client Portal Access
Action
Search or write