kvCORE + Mojo
Update kvCORE contacts when contacts are updated in Mojo
This workflow ensures a swift update of your contacts. As soon as you modify a contact's information in Mojo, the same changes will be mirrored in kvCORE. It's a simple yet effective way to maintain consistency across your CRM platforms. Evade the mishap of working with outdated information and keep all your contacts up-to-date using this effortless automation.
This workflow ensures a swift update of your contacts. As soon as you modify a contact's information in Mojo, the same changes will be mirrored in kvCORE. It's a simple yet effective way to maintain consistency across your CRM platforms. Evade the mishap of working with outdated information and keep all your contacts up-to-date using this effortless automation.
- 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!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).
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
