Moxie + Privyr Integration

Connect Moxie to Privyr in 1 click

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Popular Moxie + Privyr Workflows

Create Privyr contact for new Moxie contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Moxie - Privyr integration, anytime a new Moxie contact is created, an Privyr contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

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Create Custom Workflow

Task is created in Moxie Instant
Agreement is viewed in Moxie Instant
Agreement is signed in Moxie Instant
Meeting is scheduled in Moxie Instant
Meeting is updated in Moxie Instant
Meeting is cancelled in Moxie Instant
Opportunity is created in Moxie Instant
Opportunity is updated in Moxie Instant
Opportunity is deleted in Moxie Instant
Project is created in Moxie Instant
Project is updated in Moxie Instant
Project is completed in Moxie Instant
Agreement is sent in Moxie Instant
Task is updated in Moxie Instant
Task needs approval in Moxie Instant
Task is deleted in Moxie Instant
Time entry is created in Moxie Instant
Time entry is updated in Moxie Instant
Time entry is deleted in Moxie Instant
Ticket is created in Moxie Instant
Ticket is updated in Moxie Instant
Ticket is closed in Moxie Instant
Ticket is deleted in Moxie Instant
Comment is added on ticket in Moxie Instant
Client is created in Moxie Instant
Client is updated in Moxie Instant
Client is deleted in Moxie Instant
Invoice is sent in Moxie Instant
Payment is recieved in Moxie Instant
Form is completed in Moxie Instant

Create invoice in Moxie
Create client in Moxie
Search client in Moxie
Create contact in Moxie
Search contact in Moxie
Create project in Moxie
Create task in Moxie
Approve task/deliverable in Moxie
Create ticket in Moxie
Create comment on ticket in Moxie
Create opportunity in Moxie
Create time entry in Moxie
Apply payment to invoice in Moxie
Create or update calendar event in Moxie
Delete calendar event in Moxie
Create expense in Moxie
Create form submission in Moxie
Create client in Privyr

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You Can Also Connect Moxie or Privyr With 1200+ Other Apps

Moxie streamlines your freelancing workflow, offering tools for invoicing, project management, and client collaboration. Elevate your freelance business with Moxie's all-in-one platform.

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Privyr is a mobile-centric CRM tailored for sales & marketing professionals. It helps manage your online leads, engage with personalized content, and supercharge your sales. With instant alerts & easy follow-ups, your leads are always at your fingertips.

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