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Salesforce
  • Built by Zapier

Salesforce is a popular CRM tool for support, sales, and marketing teams worldwide. Salesforce services allow businesses to use cloud technology to better connect with partners, customers, and potential customers.

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Overview

The MoEngage and Salesforce integration can help you unify marketing and sales efforts by giving you deeper insights into which campaigns increase your deal conversion rate. We leverage Zapier to enable this integration. With this integration, you can -

  • Create or update Salesforce contacts in MoEngage
  • Add or remove Salesforce leads/opportunities to custom segments in MoEngage
Use cases:
  1. Engage your open opportunities in Salesforce using custom segments in MoEngage.
  2. Win back deals by updating lost opportunities about new features using campaigns in MoEngage.
  3. Convert leads to opportunities by sending them targeted campaigns using MoEngage.
  4. Move a prospect down the funnel by timely engaging them using event-triggered campaigns in MoEngage.

Additional Information
  • Built by:
    Zapier
  • Category:
    CRM
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