Setup CallAction to Moxi Engage Real Estate CRM
Moxiworks and CallAction are now integration partners on the Moxi Cloud platform. Real estate brokerages can activate the CallAction lead engagement automation platform to work with their Moxi Engage CRM tool.
What Does Moxi Engage and CallAction API Integration do?
This powerful integration automates the majority of the tedious tasks. Review some of the automations CallAction can perform and sync with Moxi Engage CRM
Automate data-entry of every call, text or email lead into Moxi Engage
Setup Lead routing to distribute brokerage leads to agents CRM
Automate lead follow-up and nurturing of leads assigned to agents
Push call transcriptions & activity notes into Moxi Engage CRM
This is a partial list of automations CallAction wiil sync to Moxi Works.
Steps to setup Moxi CRM integration with CallAction
Follow these simple steps to integrate CallAction to Moxi Engage
Go to Moxi Engage Login
Go to Moxi Works Engage Login
Click on "Agent Profile" at top right
Click on "My Account"
Click on "Contact info"
Copy "Moxi Sync Email"
Next, is to integrate on CallAction.
Setup CallAction Integration
Login to CallAction
Click on "Profile" at top right
Click on "Integrations"
Click on "Moxi Works" integration button
Paste your "Moxi Sync Email" into "Moxi Works API Id" box
Click "Save All"
Click on "Numbers"
Select the CallAction number you want to send leads from.
Scroll down "Call Settings" and turn "On" Moxi
Done, all inbound calls and text messages are automatically synced into the agents Moxi Engage CRM. If you still have questions about Moxi Engage integration, use the live chat at bottom right.
Try CallAction / Moxi Works Engage CRM Integration
CallAction offers a free 14-day trial to test the Moxiworks Cloud integration. You will get full access to CallAction platform in less than 10 mins and you'll be ready to test this integration.