Mojo + Top Producer integrations
Create contacts in Top Producer for new activities in Mojo
Improve your client management process with this smart workflow. When a new activity takes place in Mojo, it instantly prompts the creation of a new contact within Top Producer. This seamless connection allows you to prioritise your leads and ensure no potential client slips through the cracks. Streamline your operations and enhance productivity with this automated system.
- When this happens...New ActivityTriggers when a new activity is created.
- automatically do this!Create a ContactCreates a new contact in Top Producer® CRM, which in turn will trigger any action plans you’ve set to automatically apply to new leads.
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More things you can do with Mojo and Top Producer
Discover other triggers and actions you can use with Mojo and Top Producer
- 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
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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