Connect MoEngage and simple-crm to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for MoEngage
Choose an Action
Automatically do this!
- Request a new Action for simple-crm
Enable Integrations or automations with these events of MoEngage and simple-crm
Enable Integrations or automations with these events of MoEngage and simple-crm
Actions
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
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your MoEngage and simple-crm accounts to viaSocket. Once connected, you can set up a workflow where an event in MoEngage triggers actions in simple-crm (or vice versa).
Absolutely. You can customize how MoEngage data is recorded in simple-crm. This includes choosing which data fields go into which fields of simple-crm, setting up custom formats, and filtering out unwanted information.
The data sync between MoEngage and simple-crm 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 MoEngage and simple-crm. 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 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 simple-crm
Simple CRM is a team collaboration tool to unite company data in one place
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