MoEngage + Salesforce
Update MoEngage users when new records are updated in Salesforce
Utilize this workflow to streamline your marketing efficiency by keeping your customer data up to date. When a record gets updated in Salesforce, this same information gets mirrored instantly in MoEngage to create or update user profiles. This seamless transfer of data keeps your user information synchronized across both platforms, saving you time and reducing potential errors. Ultimately, this workflow aids in delivering a more personalized marketing experience to your customers.
Utilize this workflow to streamline your marketing efficiency by keeping your customer data up to date. When a record gets updated in Salesforce, this same information gets mirrored instantly in MoEngage to create or update user profiles. This seamless transfer of data keeps your user information synchronized across both platforms, saving you time and reducing potential errors. Ultimately, this workflow aids in delivering a more personalized marketing experience to your customers.
- When this happens...Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
- 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.
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