kvCORE + Mojo
Create kvCORE contacts from new Mojo activities
Effortlessly manage your contacts between Mojo and kvCORE by setting up this streamlined workflow. Whenever a new activity occurs in Mojo, a contact will be created in kvCORE, keeping your information organized and easy-to-find. Save time and stay focused on your tasks while this automation takes care of contact updates for you.
Effortlessly manage your contacts between Mojo and kvCORE by setting up this streamlined workflow. Whenever a new activity occurs in Mojo, a contact will be created in kvCORE, keeping your information organized and easy-to-find. Save time and stay focused on your tasks while this automation takes care of contact updates for you.
- When this happens...New Activity
Triggers when a new activity is created.
- 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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