Create integrations between MoEngage and Salesforce
Create or Update User in MoEngage when New Contact in Salesforce
Add or Remove User From Cohort in MoEngage when New Contact in Salesforce
Create or Update User in MoEngage when New Lead in Salesforce
Add or Remove User From Cohort in MoEngage when New Lead in Salesforce
Create or Update User in MoEngage when New Record in Salesforce
Add or Remove User From Cohort in MoEngage when New Record in Salesforce
Create or Update User in MoEngage when Updated Record in Salesforce
Add or Remove User From Cohort in MoEngage when Updated Record in Salesforce
Create or Update User in MoEngage when New Case Attachment in Salesforce
Add or Remove User From Cohort in MoEngage when New Case Attachment in Salesforce
Actions and Triggers
When this happensTriggers
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
New Case Attachment
Triggers when a new Attachment is added to a case.
Do thisActions
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
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Add File to Record
Adds an existing file to an existing Record.
Add Lead to Campaign
Adds an existing lead to an existing campaign.
Create Contact
Creates a new contact.
Frequently Asked Questions
About 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.
Learn MoreAbout Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
Learn More
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