CRM Filling
Fill your CRM automatically with Modjo
Video
Video coming soon
Key points
- Check the prerequisites: Administrator or Manager role, and a Salesforce or HubSpot integration with edit rights (CRUD access) on the fields to fill.
- On Salesforce, check the Field-Level Security of each field: a field that is not visible or not editable for the integration profile will be ignored by Modjo.
- Create your template from Settings > AI CRM Filling, starting from a library use case or from scratch.
- Target the calls after which you want to update a field with the team and tag filters, refined if needed by call duration or provider.
- Select the CRM field to fill (Contact, Opportunity, Account, or Lead on Salesforce), including in custom objects.
- Write your instruction, optimize it with Improve the instruction, then test it on a real call before publishing.
- Finalize: choose to push the field to the CRM automatically or manually.