Update SalesScreen activities when Mojo contacts are modified
Keep your SalesScreen activities up-to-date when your Mojo contacts are modified with this seamless workflow. When a contact update occurs in Mojo, an activity will be created in SalesScreen, ensuring consistent information across both platforms. This time-saving automation is perfect for staying organized and efficient with your contact management.
Keep your SalesScreen activities up-to-date when your Mojo contacts are modified with this seamless workflow. When a contact update occurs in Mojo, an activity will be created in SalesScreen, ensuring consistent information across both platforms. This time-saving automation is perfect for staying organized and efficient with your contact management.
- When this happens...Contact Updated
Triggers when a contact is updated. Specifically when a basic field (like name, address, etc), misc field (Listing Status, etc), note or information field (Last Call Result, etc) is changed in Mojo.
- automatically do this!Create Activity
Creates a new record in SalesScreen.
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