PieSync integrates Smartsheet with Moxi Engage for an automatic 2-way contacts sync. Every time you add or update a contact in Smartsheet, it is automatically synced with Moxi Engage, and vice versa - eliminating import/export!
Syncing Smartsheet with 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.
Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing Smartsheet with Moxi Engage.
Smartsheet is an intuitive spreadsheet-like app that is used broadly to track and manage diverse types of work including: team projects and task lists, customer information, sales pipelines, event schedules, and business processes.
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.
Our staff loves how easy it is to tag prospects and customers based on their industry and product interest in Insightly. PieSync’s intelligent syncing helps translate all of these tags effortlessly into various segmented e-mail campaigns in Mailchimp.