Create new LionDesk contacts when buttons are clicked in Mojo
When you press the send button in Mojo, the workflow ensures that a new contact gets created in LionDesk without any hassle. This process accelerates data transfer between Mojo and LionDesk, eliminating the need for manual input. It's an ideal solution for sales teams aiming to streamline their communication and contact management processes.
When you press the send button in Mojo, the workflow ensures that a new contact gets created in LionDesk without any hassle. This process accelerates data transfer between Mojo and LionDesk, eliminating the need for manual input. It's an ideal solution for sales teams aiming to streamline their communication and contact management processes.
- When this happens...Send 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.
- automatically do this!Create Contact
Creates a new contact in your LionDesk account based on email address. If a contact already exists with the submitted email address, their record will be updated. NOTE: This action will create a unique contact for every submission that does not have an email address. This will result in multiple contacts being created for the same info if it is submitted multiple times without an email address. Please use the "Find Contact" action in conjunction with "Create Contact" if you want to avoid this issue.
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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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