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Integrations MoEngage Zoho CRM
MoEngage + Zoho CRM

Connect MoEngage and Zoho CRM to Build Intelligent Automations

Choose a Trigger

MoEngage

When this happens...

Choose an Action

Zoho CRM

Automatically do this!

Ready to use MoEngage and Zoho CRM automations

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Automate Instagram Comment Replies with Smart DMs

trigger
When
Default app icon
Instagram for Business
Instant Trigger
Do
getRandomCommentReplyFunction
cmntp4d3SwSR
IF
    • text is ai
      Workflow step icon
      ReplytoComment
      Workflow step icon
      Send a Private Reply
      Add Step
    • Is guide comment
      Workflow step icon
      ReplytoComment Guide
      Workflow step icon
      Send a Private Reply Guide
      Add Step
    • multi keyword match
      cmntdqJzLMYS
      Workflow step icon
      ReplytoCommentMultiKeyword
      Add Step
Continue from here
View Template

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

trigger
app icon
app icon
app icon
app icon
app icon
app icon
app icon
When
Default app icon
Google Sheets
Runs Every 15 Minutes
Do
IF
    • Instagram
      Workflow step icon
      Instagram Caption
      Workflow step icon
      Generate Image
      Workflow step icon
      Publish Photo with Tagging
      Add Step
    • Youtube
      Workflow step icon
      Youtube Video Script
      Workflow step icon
      Youtube Description Video
      Workflow step icon
      Create an Avatar Video
      Workflow step icon
      Delay
      Workflow step icon
      Retrieve Shareable Link for a Video1
      Workflow step icon
      Upload Video
      Add Step
    • Twitter
      Workflow step icon
      Twitter Tweet
      Workflow step icon
      Post a Tweet
      Add Step
    • Linkedin
      Workflow step icon
      Linkedin Article
      Workflow step icon
      Create a linkedin Article or URL post
      Add Step
Continue from here
cmnt9r1ZY8HG
View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

trigger
app icon
app icon
When
Default app icon
Instagram for Business
Instant Trigger
Do
convertTimestampToIST_Message_Time
Workflow step icon
Give Prompt and Get Structured Response
IF
    • has response
      Workflow step icon
      SendDMMessage
      Add Step
    • Notify team
      Workflow step icon
      SendMail
      Add Step
    • has react
      Workflow step icon
      SendDMMessage React
      Add Step
Continue from here
View Template

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead

New Lead

Triggers when a new lead is created.

New Contact

New Contact

Triggers when a new contact is created.

New Account

New Account

Triggers when a new account is created.

New Deals

New Deals

Triggers when a new deal is created.

New Task

New Task

Triggers when a new task is created.

New or Updated Lead

New or Updated Lead

Triggers when a lead is created or updated in Zoho CRM since the last schedule run.

Request a new Trigger for MoEngage

Do thisActions

Action is the task that follows automatically within your MoEngage integrations.

Create or Update User

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

Add or Remove User From Cohort

This action adds or removes a user from cohort

Update a lead

Update a lead

Update an existing lead by Email, Mobile and ID.

Create a Note

Create a Note

Create a note in the selected module

Create a lead

Create a lead

Creates a new lead

Search Lead

Search Lead

Searchs Lead by Mobile Number

We'll help you get started

Our team is all set to help you!

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Frequently Asked Questions

How do I start an integration between MoEngage and Zoho CRM?

To start, connect both your MoEngage and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in MoEngage triggers actions in Zoho CRM (or vice versa).

Can we customize how data from MoEngage is recorded in Zoho CRM?

Absolutely. You can customize how MoEngage data is recorded in Zoho CRM. This includes choosing which data fields go into which fields of Zoho CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between MoEngage and Zoho CRM?

The data sync between MoEngage and Zoho CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from MoEngage to Zoho CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between MoEngage and Zoho CRM?

Yes, you can set conditional logic to control the flow of data between MoEngage and Zoho 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.

MoEngage

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.

Marketing AutomationCustomer Engagement
Learn More
Zoho CRM

About Zoho CRM

Zoho CRM is a robust, cloud-based customer relationship management (CRM) software designed to help businesses manage their sales, marketing, and customer support activities effectively. It provides a comprehensive suite of features aimed at improving customer interactions, streamlining processes, and enhancing overall productivity.

CRMTop Free Apps
Learn More

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