Update Referral Rock referrals when new activities occur in Mojo
Stay on top of your referral program by updating Referral Rock each time there's a new activity in Mojo. This workflow will make sure your referral information is up-to-date, allowing you to focus on converting leads and growing your business. Improve your referral management process by linking Mojo with Referral Rock using this seamless automation.
Stay on top of your referral program by updating Referral Rock each time there's a new activity in Mojo. This workflow will make sure your referral information is up-to-date, allowing you to focus on converting leads and growing your business. Improve your referral management process by linking Mojo with Referral Rock using this seamless automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Update Referral
Update a referral.
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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