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. Details of imported information

A. The following elements are automatically synchronized with Modjo:

Contacts
Leads
Accounts
Deals
Activities

This real-time synchronization gives you a comprehensive view, improves visibility on your customer interactions, and saves time in tracking and analyzing calls.

💡 Salesforce information is accessible in Modjo and vice versa, bringing all relevant data together in one place.

B. Information Imported from Salesforce to Modjo

Category	Imported Fields
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.

💡 You can import custom fields into Modjo to meet specific needs. Examples include:

CRM Filling
Modjo Deals

By syncing your CRM with Modjo, you can quickly identify pending opportunities, highlight key objections, and access AI-generated insights.

Example of data retrieved by Modjo :

C. Details of Information Exported from Modjo to Salesforce

Calls & Meetings
- Call link
- Call duration
- Topics
- Summaries
- Highlights
- Notes
- Comments on Modjo calls
- Tags
- Call provider's name

💡 For meetings, Modjo aims to utilize the Event object in Salesforce, specifically designed for event management.

Example of Modjo data retrieved in Salesforce:

3. 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.

It is also possible to save meeting summaries in Salesforce’s Notes section.

💡 For meetings, Modjo plans to transition towards using the Event object in Salesforce for better event management.

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

Salesforce

Modjo Notes sync with CRM

Introduction to Modjo Deals

Rapid access to Modjo Deals, from your CRM

Discover Modjo's Features