Connect Espo CRM and MoEngage to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Create or Update User
Add or Remove User From Cohort
Ready to use Espo CRM and MoEngage automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
Do thisActions
Action is the task that follows automatically within your Espo CRM integrations.
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
Update Lead
Update lead details.
Find Leads by Text Filter
Find leads that match a text filter.
Create or Update User
This action creates a new user in MoEngage .If the user profile already exist , this action updates the user attributes
Add or Remove User From Cohort
This action adds or removes a user from cohort
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Frequently Asked Questions
To start, connect both your Espo CRM and MoEngage accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in MoEngage (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in MoEngage. This includes choosing which data fields go into which fields of MoEngage, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and MoEngage 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 Espo CRM and MoEngage. 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 Espo CRM
Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.
Learn MoreAbout MoEngage
MoEngage is a comprehensive customer engagement platform that helps businesses understand their users and engage them with personalized communication across various channels. It offers features like analytics, push notifications, email marketing, and in-app messaging to enhance user experience and drive growth.
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