Salesforce integration with MoEngage
How to Add users to MoEngage cohorts from newly updated fields on Salesforce records
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add users to MoEngage cohorts from newly updated fields on Salesforce records" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate MoEngage integrations
MoEngage actions
Nekton can use any feature that is available in MoEngage API.
Using our advanced AI, you can easily create custom automations for MoEngage.
Here are some typical actions you can do in your automated workflows.
Add or Remove User From Cohort (Audience)
This action adds or removes a user from a cohort using the Cohort APIs.
Fetch Campaign Report
This action fetches campaign reports (configured in MoEngage) from MoEngage.
Create or Update User
This action adds a user into MoEngage. If the user profile already exists, this action updates the user’s attributes.
Import User Event
This action imports a user event to MoEngage using the Event APIs.
About MoEngage
MoEngage is a full-stack solution consisting of powerful customer analytics, automated cross-channel engagement and AI-driven personalization.