This article will guide you through the steps to easily set up the integration of Modjo Deals with your CRM or data visualization tools.
Save time and optimize your pipeline reviews with Modjo Deals' quick access feature.
1. How does it work?
The integration works through a simple URL redirection, linking the deal ID from your CRM to the corresponding ID in Modjo. Here are the steps to configure this feature:
Create a Custom URL field: In your CRM, add a new custom field for your opportunities (or accounts) to store URLs. Name this field something descriptive, like "Modjo Deal Link."
Construct the URL: Use the following structure to generate the URL in the new custom field. Replace the placeholders with your specific information:
https://app.modjo.ai/[CRM]/deal/[CRM_DEAL_ID]
[CRM]: Enter the name of your CRM platform (e.g., salesforce, hubspot).
[CRM_DEAL_ID]: This should dynamically pull in the unique Deal ID from your CRM. The exact method for doing this will vary depending on your CRM.
Example: For a Salesforce deal with ID "006IV00000C7Qa2YAF", the URL would be:
https://app.modjo.ai/salesforce/deal/006IV00000C7Qa2YAF
Test the Link: Once the field is set up, add a test deal and click the generated link. It should take you directly to the corresponding deal within Modjo.
For detailed instructions specific to your CRM, please refer to our documentation:
2. Where to place the Modjo Deal link in your CRM
Maximize the impact of this integration by strategically placing the new "Modjo Deal Link" field:
Deal page layout: Include it directly on your Deal page layout for easy access during individual deal reviews.
Account page layout: Add it to your Account page layout to quickly access deals associated with a specific account.
Pipeline views & lists: Enhance your pipeline inspection by adding the "Modjo Deal Link" as a column in your list views. This allows for quick jumps to Modjo while analyzing your pipeline.
Data visualization tools: Integrate the link into your data visualization dashboards for a comprehensive view of deal progress alongside call insights from Modjo.
see example below:
