Create contacts in Top Producer for new activities in Mojo
Improve your client management process with this smart workflow. When a new activity takes place in Mojo, it instantly prompts the creation of a new contact within Top Producer. This seamless connection allows you to prioritise your leads and ensure no potential client slips through the cracks. Streamline your operations and enhance productivity with this automated system.
Improve your client management process with this smart workflow. When a new activity takes place in Mojo, it instantly prompts the creation of a new contact within Top Producer. This seamless connection allows you to prioritise your leads and ensure no potential client slips through the cracks. Streamline your operations and enhance productivity with this automated system.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create a Contact
Creates a new contact in Top Producer® CRM, which in turn will trigger any action plans you’ve set to automatically apply to new leads.
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