Create new contacts in ZipperAgent from new contacts in Mojo
When a new contact is added in Mojo, this workflow ensures that the contact is simultaneously created in ZipperAgent. This streamlined automation assists in improving your productivity by eliminating the need for manual data entry, thereby saving you time and effort. Thus, it ensures consistent data across your lead management and real estate CRM platforms, accelerating your customer management process.
When a new contact is added in Mojo, this workflow ensures that the contact is simultaneously created in ZipperAgent. This streamlined automation assists in improving your productivity by eliminating the need for manual data entry, thereby saving you time and effort. Thus, it ensures consistent data across your lead management and real estate CRM platforms, accelerating your customer management process.
- 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 Contact
Create Contact - Creates a contact.
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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.
Try It