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 tedious tasks. Review some of the automation CallAction can perform and sync with Moxi Engage CRM
Automate data entry of every call, text, or email leads 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 will sync to Moxi Works.
Steps to set Moxi CRM integration with CallAction
Follow these simple steps to integrate CallAction into Moxi Engage
Go to Moxi Engage Login
Go to Moxi Works Engage Login
Click on Agent Profile at the 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 the top right
Click on Integrations
Click on the Moxi Works integration button
Paste your Moxi Sync Email into the Moxi Works API ID box
Click Save All Changes
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 agent's Moxi Engage CRM. If you still have questions about Moxi Engage integration, use the live chat at the 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.