Better Proposals + Mojo
Create Better Proposals for updated Mojo contacts in real-time
Easily update your sales process when a contact is changed in Mojo by using this workflow to quickly generate proposals in Better Proposals. This automation simplifies your sales pipeline, enabling you to concentrate on cultivating relationships with your prospects and providing outstanding service. Keep your proposals up-to-date and offer your clients a smooth experience.
Easily update your sales process when a contact is changed in Mojo by using this workflow to quickly generate proposals in Better Proposals. This automation simplifies your sales pipeline, enabling you to concentrate on cultivating relationships with your prospects and providing outstanding service. Keep your proposals up-to-date and offer your clients a smooth experience.
- 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 a Proposal
Creates a new proposal.
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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).
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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
