Klenty + Mojo
Add new Mojo activities to Klenty as prospects
Effortlessly manage your sales pipeline by connecting Mojo and Klenty with this workflow. Whenever a new activity is created in the Mojo app, a prospect will be added to Klenty, streamlining your lead nurturing process and saving you time. Focus on closing deals instead of manually transferring information between systems.
Effortlessly manage your sales pipeline by connecting Mojo and Klenty with this workflow. Whenever a new activity is created in the Mojo app, a prospect will be added to Klenty, streamlining your lead nurturing process and saving you time. Focus on closing deals instead of manually transferring information between systems.
- When this happens...New Activity
Triggers when a new activity is created.
- 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).
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
