PieSync integrates Moxi Engage with other apps for an automatic 2-way contacts sync. Every time you add or update a contact in Moxi Engage, it is automatically synced with the other app, and vice versa - eliminating import/export!
Syncing Moxi Engage is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.
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PieSync works in the background and integrates your contacts two-way and in real time between your favorite cloud apps. This means you will have access to the most up to date customer information, no matter where you are or who entered the data.
At the heart and soul of Moxi Engage is a sphere-based selling methodology, keeping agents sphere well organized and up-to-date. It helps agents increase sales by helping manage the entire sales cycle, from first point of contact to closed transaction, ensuring repeat business and referrals. As a tool on the Moxi Works open platform, your Moxi Engage CRM integrates seamlessly with other brokerage technologies and services, ensuring efficiency and accuracy.
We are using PieSync to sync data between our CRM (ProsperWorks) and our Help Desk (Help Scout) to make it so our client information is up-to-date and so that we don't have to manage two separate client information databases. It has shown to be very useful and a must have after even just a short time of using it. We like to use the best tool for the job and best software on the market. That means we are setting ourselves and our clients up with lots of SaaS and keeping the information synced across them all is a must. It essentially allows us to keep a central database of information which is one of the only ways to make it all work.
I'm using PieSync to sync MailChimp with Nimble. It works perfectly. When someone signs up for my weekly email, the person's name is automatically entered into Nimble. With this sync, I'm able to keep track of those people who sign up and follow them on social media through Nimble.