If you work in sales (or run your own business), you know how valuable a customer relationship management (CRM) tool like Mojo can be. It lets you manage your contacts, see your pipeline, and even call prospects—all in one place.
But no sales team uses only a CRM; you also have to-do apps, spreadsheets, and more. To make the most of Mojo, you need to connect it to all those other tools. With Zapier, you can create completely automated workflows (we call them Zaps) that do work across all of your apps. That’s a huge win for productivity and your sales goals.
Not sure where to start? Here are a few of the most popular ways to automate your sales workflows with Mojo and Zapier.
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To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.
Back up Mojo activity in a spreadsheet
Spreadsheets are a great way to back up important data—as well as organize and analyze it. But in an industry as dynamic as sales, your CRM data is always changing, so manually copy-pasting it (or even exporting it using a CSV file) can quickly become a job in and of itself.
Rather than trying to keep your spreadsheets up to date by hand, you can automate the process. With Zapier, you can create an automated workflow that adds new spreadsheet rows—or updates existing ones—based on new activity or contacts in Mojo.
Keep your real estate CRM up to date
If you work in real estate, you likely use an industry-specific tool alongside a CRM like Mojo. For example, your office team might use Mojo to manage leads, while the realtors might use a real estate CMS to manage clients and properties.
Instead of trying to keep those two systems in sync manually—which would be impossible, even for the most talented admin—you can use Zapier to automatically move contacts from Mojo to whatever tool your realtors use.
Not a realtor? You can still use Zapier to keep your other marketing apps up to date—for example, by creating a Zap that automatically creates contacts in your marketing automation tool whenever you add new contacts to Mojo.
Automatically schedule demos and sales calls
In sales, acting quickly is crucial to closing deals—especially when a prospect has demonstrated a desire to purchase. But staying on top of sales activity at a high volume can be tough, and crucial opportunities can fall through the cracks.
With automation, you can streamline the process by automatically scheduling sales calls and demos. Whenever there’s new activity in Mojo, Zapier can create a calendar event—so you can focus on selling, not admin work.
Turn sales activity into to-do list items
Similarly, it’s crucial to act quickly on all sales activity—not just demo requests. Whether a new prospect has joined your mailing list, attended an event, or something else, you need to follow up in a timely manner.
To move faster—with less manual work—you can use Zapier to make following up easy. Just create a Zap that automatically adds new sales activity (or contacts) to your to-do list app.
Simplify your sales workflows with Mojo and Zapier
Sales is a high-pressure, fast-moving environment where every moment counts. With Zapier, you can connect Mojo to thousands of other business-critical apps and streamline crucial sales workflows—so you spend less time on manual work and more time closing deals.
