Connect Wise Agent CRM to Mojo and automate any workflow
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Quickly connect Wise Agent CRM to Mojo with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Wise Agent CRM with Mojo - no code necessary. See how you can get setup in minutes.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- First Name
- Last Name
- Email Address
- Home Phone
- Cell Phone
- Business Phone
- Fax Number
- Company
- Address
- Suite Number
- City
- State
- Zip Code
- Source
- Website
- Categories
- Note
- New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
Try It - 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.
Try It - Activity Types
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- GroupRequired
Try It- GroupRequired
Try It- 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.
Try It - New Note
Triggers when a new note is created in Mojo (through the contact screen only).
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