Brivity + Mojo
Create Brivity leads from new Mojo activities effortlessly
Boost your sales pipeline by streamlining the process of capturing new leads from Mojo and adding them to Brivity. With this workflow, whenever there's a new activity in the Mojo app, a lead will be created in the Brivity app, ensuring your sales team always stays updated on potential prospects without any manual effort. This seamless automation helps you save time and focus on closing deals.
Boost your sales pipeline by streamlining the process of capturing new leads from Mojo and adding them to Brivity. With this workflow, whenever there's a new activity in the Mojo app, a lead will be created in the Brivity app, ensuring your sales team always stays updated on potential prospects without any manual effort. This seamless automation helps you save time and focus on closing deals.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Lead
Creates a new lead.
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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
