How does it work?
Modjo binds with Sellsy CRM allowing to:
Find your Sellsy contacts, accounts and deals related to your calls in order to import and display them within the platform.
Make sure the calls were logged in Sellsy as a "call activity" in the contact/account/opportunity timeline. If the call was already logged by the phone provider (ex: Aircall), we'll solely add the link to the call in Modjo. In the event that the call wasn't logged, Modjo adds the call activity (with a few extra details) as well as a link to the call.
Display within Sellsy's calls' activities the comments made on their corresponding calls in Modjo.
🚨 Prerequisite:
You must have the Admin rights in both Sellsy and Modjo. If so, follow the quick and easy steps described below:
⏱️ Duration time: 5' on average
Step 1: Grant us access to Sellsy via OAuth
Log in Modjo
Go to Settings => Integrations => CRM
Below Sellsy icon, click on Connect
You should be redirected to a Sellsy login page in order log in with your regular Sellsy credentials. Once you've logged in, you should be redirected back to Modjo.
Afterwards, in the User tab, bind each and every Modjo user to his Sellsy's user access. Good to know: you can use the Auto-match button to let Modjo link your users based on email matching.
Click Save
Step 2: Bind Sellsy to Modjo
Go to Settings => Users
Check the users' list and make sure that a Sellsy logo is displayed in the CRM tab. If your users have the same email address for both Modjo and Sellsy, then we probably did it right! 😊 Otherwise, you might have to do it by yourself manually
For such users:
Click on the user, click on the Sellsy panel => proceed to the email association
Click Save
You're all set! ✅