Overview

Introduction

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.

MoEngage <> Salesforce

The MoEngage and Salesforce bi-directional real time integration can help you unify marketing and sales efforts by giving you deeper insights into which campaigns increase your deal conversion rate. With this integration, you can -

Create or update Salesforce's contacts/leads/opportunities/custom-objects or any other Salesforce object in MoEngage as users or events.
Send MoEngage campaign interaction data back to Salesforce as Activities/Events/ or any custom salesforce object.

Use Cases

Engage your open opportunities in Salesforce using custom segments in MoEngage.
Win back deals by updating lost opportunities about new features using campaigns in MoEngage.
Convert leads to opportunities by sending them targeted campaigns using MoEngage.
Move a prospect down the funnel by timely engaging them using event-triggered campaigns in MoEngage.

Integration

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Prerequisites

Ensure you have a Salesforce account along with admin access and access to Salesforce AppExchange
Ensure you have access to your MoEngage APIs (Settings >> Accounts >> APIs)

Setup

Follow the following steps to setup bi-directional data flow between MoEngage and Salesforce.

1. Setup MoEngage app on Salesforce
This is one time setup where you need to install MoEngage app from Salesforce App-Exchange and enable it via App Manager. Link to the setup guide.

Install salesforce app: The step is needed for both - Salesforce to MoEngage and MoEngage to Salesforce data flow.
Create a connected app: The step is only required if you want to send data from MoEngage to Salesforce via MoEngage streams.

2. Sync data from Salesforce to MoEngage

Follow the steps mentioned in the guide here to sync any Salesforce object to MoEngage as users or events. Newly created or updated recorded will be synced in real time.

3. Send MoEngage campaign interaction data to Salesforce

Setup an outbound integration with Salesforce that lets you forward MoEngage Events to Salesforce as an Activity or any other Salesforce standard or custom object. With this, any campaign interaction data captured by MoEngage can be sent in real time via MoEngage Streams.