Update kvCORE contacts when new Mojo activities occur
Stay organized and efficient by connecting your Mojo and kvCORE apps with this workflow. Whenever there's a new activity in Mojo, this automation updates the corresponding contact in kvCORE, ensuring you always have the latest information at your fingertips. Simplify your contact management and save time, so you can focus on what matters most - building relationships and growing your business.
Stay organized and efficient by connecting your Mojo and kvCORE apps with this workflow. Whenever there's a new activity in Mojo, this automation updates the corresponding contact in kvCORE, ensuring you always have the latest information at your fingertips. Simplify your contact management and save time, so you can focus on what matters most - building relationships and growing your business.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Update Contact
Updates a new contact within an account.
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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