Connect KarmaCRM and SnapEngage to Build Intelligent Automations
Choose a Trigger
When this happens...
Company Created
New Contact Created
Contact Updated
New Deal Created
Choose an Action
Automatically do this!
- Request a new Action for SnapEngage
Enable Integrations or automations with these events of KarmaCRM and SnapEngage
Enable Integrations or automations with these events of KarmaCRM and SnapEngage
Triggers
Company Created
Triggers when a new company is created.
New Contact Created
Triggers when a new contact is created.
Contact Updated
Triggers when a contact is updated.
New Deal Created
Triggers when a new deal is created.
Actions
List All Companies
Retrieve the list of all companies
List All Contacts
Retrieve the list of all contacts
Create Company
Creates new company.
Create Contact
Creates a new contact.
Create Deal
Creates new deal.
Find Company
Finds an existing company.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your KarmaCRM and SnapEngage accounts to viaSocket. Once connected, you can set up a workflow where an event in KarmaCRM triggers actions in SnapEngage (or vice versa).
Absolutely. You can customize how KarmaCRM data is recorded in SnapEngage. This includes choosing which data fields go into which fields of SnapEngage, setting up custom formats, and filtering out unwanted information.
The data sync between KarmaCRM and SnapEngage 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 SnapEngage. 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 KarmaCRM
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 MoreAbout SnapEngage
SnapEngage is a powerful live chat solution designed to enhance customer engagement and support. It offers businesses the ability to connect with their website visitors in real-time, providing instant assistance and improving customer satisfaction. With features like chatbots, integrations with CRM systems, and analytics, SnapEngage helps businesses streamline their communication processes and boost their customer support capabilities.
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