Syncing Moxi Engage and Infusionsoft by Keap is currently on our roadmap
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.
Infusionsoft by Keap offers your small business a range of automated sales and marketing solutions. Having tools like lead generation, marketing automation, and CRM functionality all in one place, allows your business to grow and succeed!
PieSync integrates Infusionsoft with other apps for an automatic 2-way leads or contacts sync. Every time you add or update a contact in Infusionsoft, it is automatically synced with the other app, and vice versa - eliminating import/export!
PieSync can apply or remove Infusionsoft tags based on how contacts behave in other apps. It can sync new leads directly to other apps and keep them in a two-way sync moving forward. PieSync comes with support for the many custom fields you've set up for contact management!