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Connect Salesforce with Moxo

Integrating Salesforce with Moxo allows businesses to seamlessly sync client engagement data collected from Moxo Flows into their CRM. This integration ensures that every client interaction including workspace actions, files, meetings, e-signatures, annotations, and more is automatically logged in Salesforce as client activity, providing teams with a unified, up-to-date view of their client relationships.

 

Prerequisites 

Before configuring the Salesforce integration, ensure the following prerequisites are in place:

  • Access to the Moxo Admin portal
  • Salesforce CRM credentials and access permissions
  • Required connection details from your Salesforce instance (URL, Client ID, and Secret)

 

Setting Up the Salesforce Connector in Moxo

  1. Log in to your Moxo Admin portal.
  2. Navigate to Connectors from the left-hand menu.
  3. Locate and select the Salesforce connector, if enabled.
  4. Click on Setup to begin the configuration process. This will link your Moxo workspace activity to Salesforce.


     
  5. You will be redirected to the Salesforce Connector Setup page, where you’ll need to complete the following fields:
    1. Sync Settings:
      1. Set a Time: Choose a daily time for the sync job to run. This determines when Moxo will update Salesforce with the latest activity.
      2. Select a Time Zone: Specify the time zone to ensure the sync runs according to your local business hours.
    2. Connection Details:
      1. To establish a secure and functional connection with Salesforce, provide the following:
        1. Dynamic URL: Your organization or tenant URL on Salesforce.
        2. Client ID: The client ID of the app created in your Azure Portal.
        3. Secret: The client secret of the same app.
    3. If you need help retrieving this information, click on the Need help finding this info? and refer to Moxo’s CRM Connection Guide for step-by-step instructions on retrieving the necessary information from your Salesforce or Azure account.


       
  6. Select the user type as email or by any unique ID.
  7. Once all fields are filled, click Test Connection to validate the integration.
    1. The Test Connection function ensures Moxo can successfully communicate with your Salesforce CRM using the credentials and URLs provided. If the connection fails, you’ll receive an error message to help you troubleshoot the issue (e.g., incorrect credentials or misconfigured permissions).
  8. After a successful test, click Save Changes to activate and save your Salesforce integration.

 

How does this work?

Once set up, Moxo's Salesforce connector will run automatically based on your sync schedule, logging activity with precision.
 

Data Sync Behavior:

  • Scheduled Syncs: Your sync job will run daily at the configured time.
  • 24-Hour Activity Capture: All client interactions on Moxo from the last 24 hours will be captured and logged in Salesforce.
  • Client Matching: Matching is done via the client’s email address to ensure each activity is logged to the correct Salesforce record.
     

Within your Salesforce CRM, you’ll find:

  • A list of Moxo activity logs under the client’s Activity section.


     

  • Detailed logs containing links to documents, meeting recordings, and signed files, offering a complete view of each client’s engagement.


     

     

Monitoring the Salesforce Connector

You can manage and monitor your integration from the Moxo Admin portal:

  • View Sync History: Access the complete log of all previous syncs.
  • Track Sync Status: Check if each sync completed successfully or failed.
  • Review Sync Details: Get granular data for each run, including number of users, conversations, and messages synced.

By connecting Salesforce with Moxo, you gain a robust, automated integration that keeps your CRM aligned with real-time client interactions.