Capsule CRM + MoEngage

Create or update MoEngage users for new or updated Capsule CRM contacts

Keep your Capsule CRM contacts updated in MoEngage with this seamless workflow. Whenever there's a new or updated contact in Capsule CRM, this automation will create or update the corresponding user in MoEngage. Save time, eliminate manual data entry, and ensure that your MoEngage users are always in sync with your CRM contacts.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create or Update User
This action adds a user into MoEngage. If the user profile already exists, this action updates the user’s attributes.
ActionWrite

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Supported triggers and actions

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity TypeRequired
Action
Write
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write

- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
- Customer IDRequired
- Full Name
- First Name
- Last Name
- Email
- Age
- Gender
- Mobile Number
- Latitude
- Longitude
- Source
- First Seen
- Last Seen
- Number of Conversions
- LTV
- Unsubscribe
- Custom Attributes
- Object-type Attributes
- Platform
- Status
Action
Write
- Customer IDRequired
- Device ID
- Event NameRequired
- Event Attributes
- Object-type Event Attributes
- Platform
- App Version
- User Time
- Current Time
- User Timezone Offset
Action
Write

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- Entity TypeRequired
- Activity Type
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
- Add or Remove User?Required
- Cohort NameRequired
- Cohort IDRequired
- Cohort Description
- User ID
- Anonymous ID
Action
Write
- File NameRequired
- API SecretRequired
Action
Write

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

Learn more

Related categories

CRM (Customer Relationship Management)

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About MoEngage

MoEngage is a full-stack solution consisting of powerful customer analytics, automated cross-channel engagement and AI-driven personalization.

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Marketing Automation

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Capsule CRM + MoEngage

Create or update MoEngage users for new or updated Capsule CRM contacts

Supported triggers and actions

New or Updated Project

New or Updated Contact

Create Project

Add Tag to Entity

Create Contact

API Request (Beta)

Update Opportunity

Find Milestone

Find Contact

Find or Create Project

Find or Create Contact

Create or Update User

Import User Event

New or Updated Opportunity

New or Updated Task

Add Note to Entity

Create Opportunity

Create Task

Update Contact

Find Project

Find Opportunity

Find Stage

Find or Create Opportunity

Add or Remove User From Cohort (Audience)

Fetch Campaign Report

About Capsule CRM

Related categories

Similar apps

Streak

Insightly

Zapier Forms

About MoEngage

Related categories

Similar apps

Zapier Forms