
When this happens...
Company Created
New Contact Created
Contact Updated
New Deal Created

Automatically do this!
Create or Update User
Add or Remove User From Cohort
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new company is created.
Triggers when a new contact is created.
Triggers when a contact is updated.
Triggers when a new deal is created.
Action is the task that follows automatically within your KarmaCRM integrations.
Retrieve the list of all companies
Retrieve the list of all contacts
Creates new company.
Creates a new contact.
Creates new deal.
Finds an existing company.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your KarmaCRM and MoEngage accounts to viaSocket. Once connected, you can set up a workflow where an event in KarmaCRM triggers actions in MoEngage (or vice versa).
Absolutely. You can customize how KarmaCRM 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 KarmaCRM 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 KarmaCRM 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.
KarmaCRM is a simple CRM that helps you nurture personalized relationships at scale by connecting your email, calendar and team to bring all your data into a single place.
Learn MoreMoEngage 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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