A form on the site, a tag in the dialer, a Meta lead ad or a DM becomes a record in the right board with the right owner, the moment it happens. No screenshots forwarded to sales.
What we do
Website forms, Meta and Google lead forms, dialer tags, chat transcripts and inbound email all land in one CRM in one format.
Assignment by territory, service, deal size or round-robin. Six conditional paths that match how your team actually works, not a generic pipeline template.
When a status changes in one system it changes in the others. The sales board, the calendar and the invoicing sheet agree with each other.
A good fit if
What you get
From the work
Jhosse Real Estate
Zapier watches for tags applied in Mojo Dialer and routes each lead into the right board and group in Monday.com. Six conditional paths cover the combinations that actually occur.
Before you ask
GoHighLevel, Monday.com, HubSpot, Pipedrive, Airtable and most others with an API. If yours is unusual, we check the API at the audit stage before quoting.
Yes. A new lead can trigger an outbound call or message within the minute. That combination is one of the most common builds we do.
We match on email and phone before creating anything, and merge or update instead of duplicating.
Thirty minutes on the job, the store or the listing. You get a written answer on what's worth doing, whether or not you hire us.
