FreedomSoft + Mojo

Create seller leads in FreedomSoft for new Mojo contacts

Effortlessly streamline your lead management process by connecting Mojo and FreedomSoft. With this workflow, new contacts added in Mojo will instantly create seller leads in FreedomSoft, ensuring a seamless and time-saving experience. Stay organized and focused on nurturing relationships with potential clients, while the automation takes care of the rest.

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 Seller Lead
Finds a seller lead based on phone number, email, or full name, scoped by lead campaign.
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
Buyer Lead Status Updated
Triggers when a buyer lead status is updated to a new value, including during bulk status updates.
Trigger
Instant
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New Contact
Triggers when a new contact record is created, including during bulk imports.
Trigger
Instant
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New Task
Triggers when a new task record is created.
Trigger
Instant
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Create Buyer Lead
Creates a buyer lead, optionally associated with a lead campaign.
Action
Write
Create Seller Lead
Creates a seller lead, optionally associated with a lead campaign.
Action
Write
- Buyer Lead IDRequired
- StatusRequired
Action
Write
- Search OnRequired
- Search ValueRequired
Action
Search

- 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
New Buyer Lead
Triggers when a new buyer lead is created, including during bulk imports.
Trigger
Instant
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New Seller Lead
Triggers when a new seller lead is created, including during bulk imports.
Trigger
Instant
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Seller Lead Status Updated
Triggers when a seller lead status is updated to a new value, including during bulk status updates.
Trigger
Instant
Try It
Create Contact
Creates a new contact.
Action
Write
- TitleRequired
- DescriptionRequired
- Due DateRequired
- Due Time
- Lead Type
- Lead Id
- Assign to User
- Create a Reminder?
- Reminder Value
- Reminder Option
Action
Write
- Seller Lead IDRequired
- StatusRequired
Action
Write
- Search OnRequired
- Search ValueRequired
Action
Search