Klenty + Mojo
Update Klenty prospects when Mojo contacts are updated
Keep your sales pipeline up to date with this efficient workflow. Whenever a contact is updated in Mojo, a new prospect will be added to Klenty. This automation helps you save time on manual data entry and ensures that your Klenty prospect list always reflects the latest changes made in Mojo.
Keep your sales pipeline up to date with this efficient workflow. Whenever a contact is updated in Mojo, a new prospect will be added to Klenty. This automation helps you save time on manual data entry and ensures that your Klenty prospect list always reflects the latest changes made in Mojo.
- 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!Add Prospect
Creates a Prospect in Klenty.
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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
