Moxo's connectors enable seamless integration with external systems, ensuring your client interactions, documents, and activities stay synchronized across platforms in real-time. By automating the flow of data from Moxo to third-party systems, businesses can maintain consistent records, streamline operations, and support compliance - all without the need for manual updates.
Connectors are designed for one-way synchronization. Data flows out of Moxo to external systems, keeping downstream platforms current with the latest updates. This enables greater operational efficiency while preserving a centralized workflow within Moxo.
Key Benefits of Using Connectors
- Consistent Data Synchronization: Ensure that every client interaction, document, or task captured in Moxo is automatically pushed to your connected systems, keeping your data accurate and up to date.
- Reduced Manual Effort: Eliminate redundant data entry. Connectors automatically update external systems, reducing human error and freeing your team to focus on higher-value work.
- Centralized Record-Keeping: Maintain a reliable, auditable record across platforms. Connectors simplify compliance and reporting by synchronizing all relevant updates from a single source of truth.
- Simplified System Management: Avoid toggling between systems. Moxo's integrations reduce platform fragmentation, making it easier to manage workflows and focus on what matters most-client service and execution.
- Scalable Efficiency: As your operations grow, connectors scale with your processes - keeping systems aligned and workflows uninterrupted without additional manual work.
Available Connectors
Here's a quick overview of the platforms Moxo currently connects with:
- Salesforce: Send portal interactions directly to Salesforce, helping teams maintain up to date client records and streamline workflows.
- Global Relay: Push messages and other communications to Global Relay, a compliance and archiving platform in financial services.
- Hubspot: Share updates such as lead activity or action completion with Hubspot to enhance deal tracking, sales, and marketing processes.
- Xero: Send financial updates or action completion activity to Xero, keeping your accounting and invoicing processes in sync.
- Microsoft Dynamics 365: Trigger updates in Dynamics 364 to support CRM and ERP workflows across customer engagement and operational processes.
- Filevine: Transfer task or case-related data to Filevine, allowing legal teams to manage case statuses and documentation efficiently.
- Redtail: Push client interactions or updates from Moxo to Redtail, helping financial advisors stay on top of portfolio and communication management.
- Zoho CRM: Send client or lead data to Zoho CRM to support your sales and customer engagement initiatives.
- Smarsh: Integrate with Smarsh to ensure communication-related records from Moxo are archived in line with regulatory compliance requirements.
With Moxo connectors, you can ensure your systems work seamlessly together, automatically. Whether you're syncing updates with your CRM, accounting software, or compliance platform, Moxo enables your organization to operate with greater speed, accuracy, and confidence.