Purpose of this synchronization: Automatically enrich your CRM with all call information (AI summary, notes, tags) without manual entry. Your teams and managers have a complete view of your customer interactions directly in their daily tool.
Synchronization steps:
Search for an existing activity (to avoid duplicates)
Create OR update the activity (call/meeting)
Send enriched content (summary, notes, call link)
Creating or updating an activity
Prerequisites
CRM integration enabled (HubSpot, Salesforce, Pipedrive, Dynamics 365, Zoho, Sellsy)
Call owner linked to a CRM user
Activity types
Call: Aircall, Ringover, other phone providers
Meeting: Zoom, Teams, Google Meet, manual import, API import
Sellsy and Zoho CRM: meetings are not supported (calls only)
If the activity already exists → Update description only
If new activity → Full creation
Activity type configuration
From the Settings menu > Integrations > CRM > Configuration tab > Logging method for calls and meetings, you can configure the type of activities sent to your CRM :
Activity content
The activity, whether created or updated by Modjo, will contain this information from the call in question :
Additional information sent as CRM notes
You also have the option to send additional information to your CRM as Notes for each call:
Modjo Notes: notes taken via Modjo Notes during the call
Summaries: automatic summaries generated by AI
Key points: important excerpts from the call
Configuration
Modjo administrators can easily enable and customize these logging options in their CRM integration settings :
Depending on the objects to which you want to send these additional notes, the call must be linked to these objects for the sending to work.