Integrate Moxo with Salesforce and HubSpot to automate client processes
At a glance
Running client workflows directly from CRM bridges the gap between sales data and delivery execution.
While CRMs track interactions, they rarely manage external approvals or document collaboration.
Integrating Moxo brings structured workflows, automation, and client visibility to CRM data.
Salesforce and HubSpot users can trigger Moxo workflows for onboarding, renewals, or QBRs directly from their CRM.
Why CRMs fall short after the sale
Most leaders assume their CRM can handle every client process. Salesforce and HubSpot are powerful, but they were built for managing sales pipelines and internal workflows. Once the deal closes, complex client-facing processes emerge: onboarding, document collection, approvals, and compliance. These are exactly the workflows where CRMs struggle.
According to McKinsey, 70 percent of client process delays occur after the sale when internal teams and clients exchange information manually. CRMs capture the data, but they do not orchestrate the process.
This is why more businesses pair their CRM with orchestration platforms like Moxo.
What CRM is great at
CRMs like Salesforce and HubSpot are powerful internal tools. They centralize data, track opportunities, and streamline sales pipelines. Their native automations make it easy to assign leads, notify reps, and forecast revenue. In HubSpot, marketing teams benefit from built-in campaign automation; in Salesforce, service teams rely on structured case handling.
But while CRMs are critical command centers for client data, they are less effective at running complex, collaborative processes once the deal is signed. That’s where businesses feel the gap.
Gaps for external, human workflows
Most client processes require multi-party orchestration, document collection, and trust-based approvals. CRMs can log a stage change or case status, but they cannot manage execution across external stakeholders.
Clients are not trained CRM users; asking them to upload tax forms into Salesforce or approve campaign assets in HubSpot creates friction. Processes like KYC checks, onboarding, and compliance reviews often collapse into scattered emails. Sensitive files stored as CRM attachments create security concerns, and visibility into milestones becomes patchy.
This leaves sales and service teams chasing updates manually, which erodes both efficiency and client experience.
A reviewer on G2 for Moxo put it simply: “We love Salesforce for data, but we still spend hours chasing clients over email. Moxo solved that gap for us.”
Salesforce pattern: Case → Moxo workflow → CRM update
Salesforce shines in data visibility but struggles to manage external execution. A common pattern solves this:
- A new case or closed opportunity in Salesforce signals that onboarding is required.
- Moxo launches a workflow from a pre-built template for onboarding or compliance. Clients get their own portal to complete tasks, upload files, and sign documents.
- Orchestration runs in Moxo, with AI agents checking file completeness and reminders driving timely action.
- Key milestones sync back to Salesforce, updating records like “KYC Approved” or “Onboarding Complete.”
Example: A wealth management firm adopted this pattern. Salesforce retained all client data; Moxo handled KYC document requests and compliance approvals. Advisors saw real-time updates in Salesforce, while clients experienced a guided, secure process (Moxo Financial Services).
HubSpot pattern: Ticket → onboarding flow → CRM update
HubSpot users follow a similar workflow, often starting with tickets.
- A Service Hub ticket signals that onboarding or project setup is required.
- Moxo launches an onboarding flow, guiding the client through steps like submitting documents, approving creative assets, or booking kickoff meetings.
- Execution happens in Moxo, where branded portals and intelligent nudges reduce onboarding drop-offs by up to 80 percent (Moxo Customer Onboarding).
- HubSpot is updated automatically, so teams see progress reflected in ticket fields and dashboards.
For example, a digital marketing agency used HubSpot to track deals but relied on Moxo to orchestrate onboarding. Creative approvals, campaign briefs, and milestone tracking ran in Moxo, while HubSpot tickets showed when onboarding was complete.
Comparison: CRM alone vs. CRM + point tools vs. CRM + Moxo
This shows the clear advantage of combining CRM with Moxo: one system of record, one system of orchestration.
Data sync and automation patterns
Reliable patterns
CRM trigger launches workflow (e.g., Salesforce “Closed Won” triggers onboarding in Moxo).
Moxo updates CRM fields (e.g., HubSpot “Docs Approved” property updated).
Two-way sync ensures workflows are personalized and CRM remains current.
Scheduled pushes keep data consistent without API overload.
Common patterns
Duplicate workflows if triggers aren’t scoped tightly.
Over-notification when CRM emails and Moxo alerts overlap.
Field mismatches between CRM properties and workflow stages.
Compliance risks if sensitive files are left in CRM instead of Moxo’s secure environment.
How Moxo helps
Moxo extends CRM platforms like Salesforce and HubSpot beyond tracking to execution. It adds workflow automation, document management, and client collaboration capabilities directly connected to your CRM data.
Through integrations, Moxo syncs contact and deal data with live workflows for onboarding, QBRs, and renewals. Client portals link automatically to CRM records for transparent collaboration.
Workflow automation handles approvals, task assignments, and escalations, while dashboards visualize client health metrics pulled from both systems.
Moxo turns CRM insights into action—making client management proactive and execution-ready.
Bring structured information
CRMs remain the gold standard for managing client data and internal workflows. But they stop short of orchestrating complex, external processes. The smartest strategy is to let Salesforce or HubSpot act as your system of record while Moxo orchestrates the execution layer.
This combination delivers measurable ROI, stronger compliance, and a smoother client experience. Companies that pair CRM with Moxo not only gain efficiency but also position themselves as modern, client-centric organizations.
FAQs
Can Salesforce or HubSpot manage onboarding workflows on their own?
They can track stages, but orchestration needs Moxo. With Moxo, clients complete forms, upload documents, and approve tasks in a guided portal.
How does Moxo integrate with CRMs?
Moxo connects with Salesforce and HubSpot through APIs, webhooks, and native sync. Workflows launch from CRM triggers, and milestones flow back automatically.
What ROI can businesses expect from CRM plus Moxo?
Moxo customers see onboarding times cut by over 50 percent and email clutter reduced by 95 percent, improving both efficiency and client satisfaction. Accounting Today also reports that automation tools significantly reduce admin burden during tax season.
Is Moxo secure enough for regulated industries?
Yes. Moxo includes encryption, SAML/SSO, audit trails, and compliance features. Financial, healthcare, and legal teams rely on it for sensitive workflows.
Which industries benefit most from combining CRM and Moxo?
Consulting, accounting, marketing agencies, financial services, and law firms all benefit—any business with complex client-facing workflows sees ROI.
