Compass + Mojo
Turn new Mojo notes into leads in Compass
Instantly streamline your sales process with this efficient automation. Whenever a new note is created in Mojo, a new lead will be created in Compass. This means you don’t have to manually transfer information between these two platforms – the process is done for you. This can help increase productivity and keep track of all potential leads in a single place.
Instantly streamline your sales process with this efficient automation. Whenever a new note is created in Mojo, a new lead will be created in Compass. This means you don’t have to manually transfer information between these two platforms – the process is done for you. This can help increase productivity and keep track of all potential leads in a single place.
- When this happens...New Note
Triggers when a new note is created in Mojo (through the contact screen only).
- automatically do this!Create a New Lead
Create a new lead in your Compass CRM.
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