DealMachine + Mojo
Update DealMachine lead custom fields when contacts are updated in Mojo
Keep your contacts and leads accurately updated across platforms with this workflow. When information changes for a contact in Mojo, this triggers an immediate update in the corresponding Custom Field for that Lead in DealMachine. This ensures consistency and accuracy in your data management, simplifying your lead tracking process.
Keep your contacts and leads accurately updated across platforms with this workflow. When information changes for a contact in Mojo, this triggers an immediate update in the corresponding Custom Field for that Lead in DealMachine. This ensures consistency and accuracy in your data management, simplifying your lead tracking process.
- 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!Update Custom Field for Lead
Updates a custom field for a 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
