Connectors Overview

Moxo’s data sync integrations enable you to easily log all the interactions taking place with your clients on Moxo, back to your system of record. 

Configure a daily job that pulls updates from any workspace and logs them back to these systems.

Out of the box connectors are available today for the following CRMs, Case Management Systems, and Data Archiving Systems:

  • Salesforce
  • Hubspot,
  • Microsoft Dynamics
  • Zoho
  • Redtail
  • Filevine
  • Global Relay
  • Smarsh

Keep your CRM in sync with all your activity with a client on Moxo - actions, chat interactions, files, meetings, and more.

 

Set Up

  1. Reach out to your Moxo support team to enable the data sync integration with a particular system of record. 
  2. Once enabled, you can set up the integration from your admin portal. 
  3. From the admin portal, click Connectors and select the system that you want to set up the integration with. 
  4. Click Setup on the top right of the page. A panel will appear on the right side where you will configure the details for Moxo to connect that system of record.
  5. Configure the time that you would like the data sync to run each day.
  6. Follow the instructions provided to connect to each system. An instruction PDF is provided to guide you through the required steps. 
  7. Click Save Changes.

 

 

Sync

After setting up a data sync integration, the system will automatically run the data sync once a day at the time specified. 

The data sync fetches updates from any workspaces during the past 24 hours and pushes them as client activity to the system of record. 

By default, the client’s email field is used to match a client’s Moxo account to their CRM account.

 



Monitor 

Monitor the daily status of your data sync from the Connectors page in the admin portal.  

  • View results of each sync (success/failure) to track status and ensure correct integration setup. 
  • View details about each sync (number of workspaces, users, and messages synced).