Find in this article how your Modjo Notes synchronize with your CRM to be even more effective.
I. Start of the Meeting: Automatic Association
Modjo Notes automatically links to your CRM records, saving you time and effort.
Phone Calls: When using supported phone providers (Aircall, Ringover), Modjo Notes launches automatically at the start of your call and instantly identifies the associated contact, account, opportunity, or lead within your CRM.
Video Conferencing: For video meetings using Microsoft Teams (web version), Zoom, or Google Meet, Modjo Notes launches at the beginning of the meeting and uses your Google or Microsoft Outlook calendar event to link to the correct CRM record.
This feature is only available for Pipedrive, Salesforce, HubSpot and Microsoft Dynamics.
II. During the meeting : structured Note-Taking with CRM Fields
Leverage Modjo Notes templates with integrated CRM fields to streamline data entry and ensure consistency.
Select a Template: Choose a pre-built template or create your own with specific CRM fields relevant to your needs.
Associate with CRM Entity: Associate your notes to the corresponding CRM entity (Account, Deal, Contact, or Lead for Salesforce).
Effortless Logging: As you fill in the template during your meeting, the information is automatically populated in the designated CRM fields within seconds.
If you're interested in learning more about how to create Notes templates for you or your team, please refer to this article.
III. After the meeting : multiple logging options for easy access
Modjo offers flexible options to log your notes in your CRM for optimal organization and retrieval.
A) Task Activity Logging (All CRMs): Your notes are automatically saved as a task activity associated with the call, including tags, topics, and comments for comprehensive context.
B) CRM Notes section (Salesforce, Hubspot, Pipedrive): Enable this feature to store your live notes directly within the "Notes" section of your Deals and Accounts for quick reference.
Modjo administrators can easily enable and customize these logging options within their CRM Integrations settings
C) Custom Field Logging (All CRMs): Utilize custom fields to log notes from specific templates, allowing for tailored data organization and reporting.Check out this article for more details on templates configuration.
Start using Modjo Notes today and experience the power of automated note-taking and seamless CRM integration.
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