Connect Engage and crm-people to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Engage
Choose an Action
Automatically do this!
- Request a new Action for crm-people
Enable Integrations or automations with these events of Engage and crm-people
Enable Integrations or automations with these events of Engage and crm-people
Actions
Create Customer
Adds a new customer to your Engage account.
Track User Event
Record an event on a user's profile in Engage.
List or Find Users
Retrieve users from Engage — get all users or find a specific user by email or user ID.
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Frequently Asked Questions
To start, connect both your Engage and crm-people accounts to viaSocket. Once connected, you can set up a workflow where an event in Engage triggers actions in crm-people (or vice versa).
Absolutely. You can customize how Engage data is recorded in crm-people. This includes choosing which data fields go into which fields of crm-people, setting up custom formats, and filtering out unwanted information.
The data sync between Engage and crm-people typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Engage and crm-people. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Engage
Engage is a powerful platform designed to enhance customer interactions and streamline communication processes. It offers tools for managing customer relationships, automating marketing efforts, and improving engagement strategies.
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