kvCORE + Mojo
Create new contacts in kvCORE when new contacts are added to Mojo
Effortlessly manage your contacts between Mojo and kvCORE with this time-saving workflow. Once activated, whenever you add a new contact in Mojo, the contact information is seamlessly transferred to kvCORE, creating a new contact post. Stay organized and ensure your contact data is always up-to-date across both platforms without any manual intervention.
Effortlessly manage your contacts between Mojo and kvCORE with this time-saving workflow. Once activated, whenever you add a new contact in Mojo, the contact information is seamlessly transferred to kvCORE, creating a new contact post. Stay organized and ensure your contact data is always up-to-date across both platforms without any manual intervention.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
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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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