Engage
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CRM and commerce

Salesforce + Purple Engage

Give your customer record more context.

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What connects with Engage

Contacts and consent sync both ways. Salesforce events flow into Engage.

Explore customer data in Engage

Put the connection to work

Two ways to use Salesforce with your Engage marketing.

Keep contact data connected

Sync contacts and consent between Salesforce and Engage.

Use CRM events in marketing

Bring Salesforce events into Engage alongside your other customer activity.

From connection to campaign

Start with one useful workflow. Check the data, then decide how much control to give your agent.

  1. Connect your account

    Use an account with permission to connect Salesforce. Choose the venues or data sources you want to use.

  2. Check the data and permissions

    Review a sample record and confirm the relevant marketing permissions before adding people to campaigns.

  3. Set your goal

    Let your agent prepare the work. Approve each action, or enable autopilot within the limits you set.

Questions

What connects between Salesforce and Engage?

Contacts and consent sync both ways. Salesforce events flow into Engage.

Do I need Purple WiFi?

No. Engage works with customer data from your existing tools. WiFi is an optional source of guest and visit data.

Who controls the campaigns?

You choose. Approve each action and campaign, or let your Engage agent run agreed workflows on autopilot within your limits. External assistants connected through MCP have read and draft access.

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Make your connected data work harder

Bring your tools into one marketing platform. Set the goal and choose your level of control.

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