Are you struggling to locate a specific call in Modjo due to a missing CRM contact? This often happens when the contact was not present in your CRM before the call.
When Modjo is connected to your CRM, it automatically links calls to matching CRM contacts. However, if a contact wasn’t recorded in your CRM at the time of the call, Modjo cannot establish this link.
Here we did not find any contact in the CRM associated with 'thomas@wind.com'
Let's explore how this feature makes it easier to link Modjo calls with CRM contacts, either automatically or manually.
1. Automatic nightly contact synchronization
💡 This feature is available for all six of our integrated CRMs: Salesforce, HubSpot, Pipedrive, Zoho, Microsoft Dynamics, and Sellsy.
To ensure optimal alignment between calls and CRM contacts, Modjo performs nightly synchronizations:
Every night: We check and link CRM contacts created within the last seven days.
Every weekend: We extend the check to cover the past 30 days for a broader update.
If a contact is added to your CRM after a call, it will be automatically linked to Modjo during these synchronizations.
2. Manual association from the call details page
💡 Available only for HubSpot, Salesforce, Microsoft Dynamics and Pipedrive CRMs.
If automatic synchronization isn’t sufficient, or you need immediate linkage, you can manually associate your calls:
A. Check the contact on the call details page:
Click on the phone number, email address or pseudo/name displayed on Modjo. A modale will appear.
B. Search for your contact using the search bar:
Enter your contact's first name or surname in the search bar (3 characters minimum) and select him/her.
And then click on 'Associate'.
C. If the contact doesn’t exist in your CRM:
Click 'Create Contact'
You’ll be redirected to your CRM’s contact creation form.
Complete and submit the form with your contact info
Then return to Modjo, search again, and select the contact that is now visible.
Once completed, the call will be linked to the new CRM contact, and all relevant CRM information (name, company, etc.) will appear in Modjo. Other Modjo features will also be generated (tags, summary, AI Call Scoring etc.)
3. Manual association from the calls list and deal view
💡 Available only for HubSpot, Salesforce, Microsoft Dynamics and Pipedrive CRMs.
This feature works similarly to the call details page but allows you to manage multiple calls simultaneously:
Navigate to the call list in Modjo.
Select the calls you want to update.
Click on 'associate to CRM' on the side panel, and follow the same steps as above.
This method is especially efficient for handling a high volume of calls that require manual updates or associations.
4. Tips to avoid association issues
Regularly sync your CRM: Ensure your contacts are updated before making calls or hosting meetings.
Standardize formats: Use consistent formatting for phone numbers and email addresses to avoid errors.
Check meeting invitations: Include the correct email addresses to enable automatic associations.
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