1. Why integrate Salesforce with Modjo

The integration between Salesforce and Modjo allows you to centralize and synchronize all sales interactions across both platforms. By connecting your CRM to Modjo, you gain complete tracking of your calls and meetings, with access to key information (summaries, notes, topics, tags, comments, etc.) in both tools.

This helps you analyze data more easily and make better-informed decisions.

Leverage this integration to ensure that all your essential data is available in both Modjo and Salesforce CRM, increasing efficiency and saving valuable time.

2. How the Salesforce x Modjo integration works

Once the integration is activated, Modjo starts synchronizing data with each call import.

Here’s how it works:

A. Identifying Salesforce information

Using call or meeting details, Modjo retrieves Salesforce contact information by searching via phone number and/or email. Based on this data, Modjo can identify the associated account and deal.

B. Recording data in Salesforce

After extracting the information, Modjo automatically records the relevant data in Salesforce.

This data is either added to an existing Task Activity (created for the call or meeting) or a new Task Activity is generated.
In either case, the activity is linked to the identified Contact, Account, and Opportunity.

Additionally, it is possible to save the meeting summary in the Notes section of Salesforce.

💡 For meetings, Modjo is moving toward using the Event object in Salesforce, specifically designed for event management.

C. Details of data exported from Modjo to Salesforce

For Calls & Meetings (within the Task Activity only), Modjo exports:

Call link
Call duration
Topics
Summaries
Highlights
Notes
Comments on Modjo calls
Tags
Name of the call provider

💡 Some custom fields can also be populated using the CRM Filling feature (Accounts, Contacts, Opportunities, and Leads).

3. Salesforce objects and fields: Permissions and required access

A. Standard objects automatically synced with Modjo

Contacts
Leads
Accounts
Opportunities
Activity

This real-time synchronization gives you a complete overview, improves visibility into client interactions, and saves time tracking and analyzing calls.

💡 Information from Salesforce is available in Modjo and vice versa, consolidating all relevant data in one place.

💡 To use custom CRM fields, ensure that Modjo has the necessary access rights. For more details, see our article on Modjo’s Salesforce integration.

B. Field Details by Object

Category	Imported Fields
Task Activity	Id: Unique task identifier Type: Activity type TaskSubtype: Task subtype Description: Task description Subject: Task subject AccountId: Associated account ID TaskWhoIds: Linked contact IDs WhoId: Primary contact ID WhatId: Related object ID OwnerId: Task owner ActivityDate: Activity date Status: Task status CallDurationInSeconds: Call duration in seconds CallType: Call type CallObject: Call object aircall__CallId__c: Aircall call ID (if applicable) VoiceCall__c: Amazon Cloud Voice call ID (if applicable) CORE_FLEX_Audio_Record__c: Twilio call ID (if applicable)
Accounts	Id: Unique identifier of the account. Name: Name of the account.
Opportunities (Deals)	Id: Unique identifier of the deal. IsDeleted: Indicates if the deal has been deleted. IsClosed: Indicates if the deal is closed. IsWon: Indicates if the deal has been won. AccountId: Identifier of the associated account. Name: Name of the deal. OwnerId: Identifier of the deal's owner. CreatedDate: Creation date of the deal. StageName: Current stage of the deal. Amount: Expected deal amount. CurrencyIsoCode: Currency used for the deal. CloseDate: Expected closing date of the deal. LeadSource: Lead source for the deal. Probability: Success probability of the deal (percentage). LastModifiedDate: Last modification date of the deal. ForecastCategoryName: Forecast category of the deal. NextSteps: Planned next steps for the deal. Type: Type of deal (e.g., new business, upsell, etc.).
Opportunity Contact Roles	ContactId: Unique identifier of the contact. OpportunityId: Unique identifier of the opportunity. Role: Role of the contact in the opportunity.
Leads	Id: Unique identifier of the lead. LastName: Last name of the lead. FirstName: First name of the lead. Name: Full name of the lead (first and last name). Phone: Primary phone number of the lead. MobilePhone: Mobile phone number of the lead. Email: Email address of the lead. IsConverted: Indicates if the lead has been converted into a contact or opportunity. ConvertedContactId: Identifier of the contact created after lead conversion. Status: Current status of the lead (e.g., New, Qualified). Title: Title or position of the lead.
Contacts	Id: Unique identifier of the contact. AccountId: Identifier of the associated account. LastName: Last name of the contact. FirstName: First name of the contact. Name: Full name of the contact (first and last name). Phone: Primary phone number of the contact. MobilePhone: Mobile phone number of the contact. Email: Email address of the contact. Title: Title or position of the contact.

C. Details of required access

The table below outlines the required access to Salesforce objects for Modjo to leverage all features:

✅ = Mandatory
🟡 = Recommended
❌ = Not necessary

Objets Standards	Read (Consulter)	Edit (Modifier)	Create (Créer)	Comment
Contacts	✅	🟡	❌	Editing is recommended for the CRM Filling feature.
Activity	✅	✅	✅
Leads	✅	🟡	❌	Editing is recommended for the CRM Filling feature.
Opportunities	✅	🟡	❌	Editing is recommended for the CRM Filling feature.
Accounts	✅	🟡	❌	Editing is recommended for the CRM Filling feature.
Notes	✅	✅	✅

Example of data retrieved by Modjo :

Follow the steps outlined in this article to configure Salesforce and Modjo and enable seamless data synchronization.

Set Up Modjo with Salesforce

Modjo Notes sync with CRM

Introduction to Modjo Deals

Rapid access to Modjo Deals, from your CRM

How Modjo x HubSpot works