Agendor + Mojo
Create or update Agendor organizations from new Mojo activities
Stay on top of your sales process by connecting Mojo and Agendor with this efficient workflow. When a new activity occurs in the Mojo app, this integration will create or update an organization in Agendor, ensuring your CRM is always up to date. Save time and maintain accurate communication with your clients, empowering your team to capitalize on opportunities without manual data entry.
Stay on top of your sales process by connecting Mojo and Agendor with this efficient workflow. When a new activity occurs in the Mojo app, this integration will create or update an organization in Agendor, ensuring your CRM is always up to date. Save time and maintain accurate communication with your clients, empowering your team to capitalize on opportunities without manual data entry.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create or Update Organization
Creates or updates an Organization (Empresa).
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GroupRequired
Note
Try ItGroupRequired
Try ItContact 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.
Try ItNew Note
Triggers when a new note is created in Mojo (through the contact screen only).
Try It
New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
Try ItSend Button Clicked
Triggers via the Send to Zapier button in Actions dropdown of the contact screen. Used for sending Mojo Neighborhood Search and Mojo Skip Traced data.
Try ItActivity Types
Try ItNote Updated
Triggers when a note is updated in Mojo.
Try It
