Integrate Mojo with Retently

Sync customer profiles between Mojo and Retently to ensure up-to-date contact information, trigger NPS/CSAT surveys after significant customer interactions or updates in Mojo, and use survey feedback to enhance customer relationship strategies.

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About Mojo

Mojo is a customer relationship management tool that allows users to manage contacts, activities, and notes efficiently, with specific functionalities for group management and activity tracking.

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Mojo to Retently

1

New Contact in Group

Triggers when a contact is added to a group in Mojo.
2

Contact Number Marked as "Bad Number"

Triggers when a contact number is marked as "Bad Number" in Mojo.
3

Contact Updated

Triggers when a contact is updated, specifically when a basic field, misc field, or information field is changed in Mojo.
4

New Note

Triggers when a new note is created in Mojo through the contact screen.
5

New Contact

Triggers when a new contact is created through the create contact form in the Data & Dialer section.
6

Send Button Clicked

Triggers via the Send to Zapier button in the Actions dropdown of the contact screen, used for sending Mojo Neighborhood Search and Mojo Skip Traced data.
7

New Activity

Triggers when a new activity is created in Mojo.
8

Note Updated

Triggers when a note is updated in Mojo.
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Retently to Mojo

1

Create Contact in Calling List

Creates a contact in Mojo and assigns it to a calling list.
2

Create Activity

Creates a calendar activity in Mojo.
3

Create Contact in Group

Creates a contact in Mojo and assigns it to one or more groups.
4

Update Contact

Updates a contact in Mojo. A Contact_ID value is necessary.

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