Freshsales Classic + Mojo

Add notes to Freshsales Classic leads for new Mojo activities

Stay organized and ensure timely follow-ups with this workflow that connects Mojo and Freshsales Classic. Whenever there's a new activity in Mojo, the automation will add a note to the corresponding lead in Freshsales Classic. Save time and improve your lead nurturing process by streamlining communication between these apps.

When this happens...
New Activity
Triggers when a new activity is created.
TriggerInstant
automatically do this!
Add Note to Lead
Adds a note to a lead.
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
- Filter NameRequired
Trigger
Polling
Try It

- Filter NameRequired
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Polling
Try It
- Update ByRequired
- Enter Name / Deal IDRequired
- NoteRequired
Action
Write
- Update ByRequired
- Enter Name / Account IDRequired
- NoteRequired
Action
Write
- First Name
- Last Name
- Email
- Mobile Number
Action
Write
- First Name
- Last NameRequired
- Company Name
- Email
- Mobile Number
Action
Write
- Delete ByRequired
- Enter Email / Contact IDRequired
Action
Write
- Update ByRequired
- Enter Name / Account IDRequired
Action
Write
- Update ByRequired
- Enter Name / Deal IDRequired
Action
Write
- Account NameRequired
Action
Search
- Find ByRequired
- Email / Phone NORequired
Action
Search
- Find ByRequired
- Email / Phone NORequired
- First Name
- Last NameRequired
- Company Name
- Email
- Mobile Number
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
Try It
- 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
- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Update ByRequired
- Enter Email / Contact IDRequired
- NoteRequired
Action
Write
- Update ByRequired
- Enter Email / Lead IDRequired
- NoteRequired
Action
Write
- Name
Action
Write
- Name
- Value 1
- Value
Action
Write
- Update ByRequired
- Enter Contact ID / Email ID / Phone NORequired
Action
Write
- Lead IDRequired
Action
Write
- Update ByRequired
- Enter Email / Contact IDRequired
Action
Write
- Update ByRequired
- Enter Email / Lead IDRequired
Action
Write
- EmailRequired
Action
Search
- EmailRequired
- First Name
- Last Name
- Email
- Mobile Number
Action
Search or write