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MoEngage + Salesforce

Add users to MoEngage cohorts from newly updated fields on Salesforce records

With this Zapier template, each time your a new lead enters the nurture stage in Salesforce, they will be added to a custom cohort inside MoEngage.

With this Zapier template, each time your a new lead enters the nurture stage in Salesforce, they will be added to a custom cohort inside MoEngage.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    TriggerScheduled
  2. automatically do this!
    MoEngageMoEngage
    Add or Remove User From Cohort (Audience)

    This action adds or removes a user from a cohort using the Cohort APIs.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
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    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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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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Related categories

  • Marketing Automation

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