LionDesk + Mojo integrations
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 this happens...Send Button ClickedTriggers 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 ContactCreates 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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More things you can do with Mojo and LionDesk
Discover other triggers and actions you can use with Mojo and LionDesk
- GroupRequired
- Note
Try ItTriggerInstant- GroupRequired
- Note
Try ItTriggerInstant- New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Try ItTriggerInstant
- Notice
- Activity Types
Try ItTriggerInstant- Note Updated
Triggers when a note is updated in Mojo.
Try ItTriggerInstant
LionDesk is the hub for Sales Professionals to help manage clients, transactions, automate marketing and more.
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Mojo is a Real Estate prospecting solution which includes an easy to use CRM, Power Dialer and Real Estate lead service.
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