Mojo + Productive.io
Create new Productive.io deals from new Mojo contacts
Effortlessly streamline your lead management process with this workflow that connects Mojo and Productive.io. When you add a new contact in Mojo, a deal will be created in Productive.io, ensuring that your sales team can focus on closing deals rather than manually updating information across platforms. Stay organized and keep your sales pipeline up to date with this seamless automation.
Effortlessly streamline your lead management process with this workflow that connects Mojo and Productive.io. When you add a new contact in Mojo, a deal will be created in Productive.io, ensuring that your sales team can focus on closing deals rather than manually updating information across platforms. Stay organized and keep your sales pipeline up to date with this seamless automation.
- 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 Deal
Create new deal.
- Free forever for core features
- 14 day trial for premium features & apps
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
