Brivity + Mojo
Update Brivity leads when new notes are created in Mojo
Keep your lead management efficient and accurate. With this workflow, every time a new note is added in the Mojo app, the corresponding lead in Brivity gets updated instantly. This seamless integration ensures accuracy across both platforms and eliminates manual data entry, letting you focus on expanding your lead base and ensuring no critical updates get overlooked.
Keep your lead management efficient and accurate. With this workflow, every time a new note is added in the Mojo app, the corresponding lead in Brivity gets updated instantly. This seamless integration ensures accuracy across both platforms and eliminates manual data entry, letting you focus on expanding your lead base and ensuring no critical updates get overlooked.
- When this happens...New Note
Triggers when a new note is created in Mojo (through the contact screen only).
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Triggers when a lead is updated.
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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.
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