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EngageBay

Here are the most popular ways to connect your other business-critical tools with EngageBay Marketing.

4 ways to automate EngageBay Marketing with Zapier

Effortlessly keep your EngageBay Marketing contacts up-to-date with this handy workflow. Whenever a new invitee is created in Calendly, their information will be used to create or update a contact in EngageBay Marketing. Stay organized and save time by ensuring your contact list is always accurate and current with this seamless integration.

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.

Calendly

Triggers when an invitee cancels a scheduled event.

Invitee Canceled

Triggers when an invitee schedules an event

Invitee Created

Triggers when an invitee is marked as a no-show.

Invitee No Show Created

Find User

Creates a new one-off meeting in Calendly.

Create One-Off Meeting

EngageBay is a simple, affordable all-in-one marketing and sales software built for small businesses.

EngageBay Marketing

Triggers when a given tags is associated with the contact.

Tag Added to Contact

New Company

Triggers when a new contact is added to your account upon confirmation (has completed any applicable double opt-ins).

New Contact

Triggers when a new deal is added to your account upon confirmation.

New Deal

Triggers when a new event is added to your account upon confirmation.

New Event

Get Owners

Triggers when a new task is added in the EngageBay.

New Task

Get Tracks

Instant Deal Update triggers when a deal is updated to the given deal id

Instant Deal Update

Triggered every time a contact is added to the specified list.

New Contact in List

Triggered every time a new form submission occurs.

New Form Submission

Triggers when a new ticket is created in enagebay

Ticket Created

Triggers when a support ticket is updated.

Ticket Updated

Triggers when a user unsubscribes from your emails.

New Unsubscribe

Update Company

Triggers when a contact is updates in your account.

Update Contact

Triggers when a deal is updated in your account.

Update Deal

Triggers when a task is added in the EngageBay.

Update Task

Find Contact

Find or Create Contact

Add Contact to Sequence

Create Contact

Create Event

Create Ticket

Adds a contact to a form in your account.

Add Contact to Form

Updates the contact based on the email address. Creates a new contact if one is not found.

Create or Update Contact

Remove tag from a contact. A tag is a label for the identification of a contact.

Remove Tag From a Contact

Adds a new tag to a contact. A tag is a label for the identification of a contact.

Add Tag to Contact

Unsubscribes the given email address from your account.

Unsubscribe From Emails

Create or update EngageBay Marketing contacts for new Calendly invitees

Stay organized and save time by automating your event creation process. With this simple workflow, whenever a new invitation is created in Calendly, an event is instantly created in EngageBay Marketing. This ensures a seamless coordination of your invitations and scheduled events, making your marketing efforts more efficient and effective.

Create events in EngageBay Marketing for new Calendly invitees

Integrate your Typeform form with your EngageBay database with this Zapier automation that'll add a new contact or update an existing one each time your form is filled out.

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

Typeform

New Entry

Retrieves ALL file(s) of a given form that are uploaded as part of form submission.

Retrieve ALL Files

Lookup Responses

Create an Empty Form

Duplicates an Existing Form

Update Dropdown, Multiple Choice or Ranking Question Options

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Add new EngageBay contacts from Typeform form

Easily manage your contact list by connecting WPForms and EngageBay Marketing with this seamless workflow. Whenever a new form entry is submitted on your WordPress website using WPForms, this automation will create or update the contact details within your EngageBay Marketing account. Keep your contact information up-to-date and efficient without any manual intervention.

WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.

WPForms

New Form Entry

Create or update EngageBay Marketing contacts from new WPForms entries

Effortlessly streamline your lead collection process by connecting Webflow and EngageBay Marketing. With this workflow, every time a form is submitted in Webflow, a contact will be created in EngageBay Marketing, ensuring you stay on top of your lead management. Save time and increase efficiency by automating this crucial aspect of your marketing efforts.

Design and build professional websites with a CMS from scratch online with Webflow.

Webflow

Triggers when a new form submission occurs

New Order

Updated Order

Create Item

Adds a new item to a given collection on your published site.

Create Live Item

Fulfill Order

Update Item

Update Live Item

Update Order

Create EngageBay Marketing contacts from new Webflow form submissions

Easily manage your contact list by connecting Jotform with EngageBay Marketing. With this efficient workflow, whenever a new submission is received in Jotform, the contact's information is used to create or update an existing contact in EngageBay Marketing. Stay organized and save time by streamlining your contact management process.

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Jotform

Triggers when a new submission has been added to a specific form.

New Submission

Triggers when a signed document is received.

New Signed Document

Assign Form

Invite assignees to complete your pre-populated form

Assign Prefilled Form

Create Submission

Create or update EngageBay Marketing contacts with new Jotform submissions

This Gravity forms - EngageBay integration automatically adds the customers from Gravity forms to your EngageBay account. Every time a new form is submitted in Gravity Forms, Zapier will add or update a contact in EngageBay. It’s that easy.

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.

Gravity Forms

Triggers when the specified form is submitted.

Form Submission

Create Entry

Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.

Submit Form

Create EngageBay contacts from Gravity Forms submissions

Effortlessly keep your contact list up-to-date in your Google Sheets with this powerful automation. Whenever you add a new contact in EngageBay Marketing, this workflow will create a corresponding row in your chosen Google Sheets spreadsheet. Stay organized and save time by having all your new contacts instantly stored in one accessible location.

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Google Sheets

Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.

New Spreadsheet Row (Team Drive)

Triggers when a new row is added to the bottom of a spreadsheet.

New Spreadsheet Row

Triggers when a new spreadsheet is created.

New Spreadsheet

Triggers when a new row is added or modified in a spreadsheet - works best with Team Drives.

New or Updated Spreadsheet Row (Team Drive)

Triggers when a new row is added or modified in a spreadsheet.

New or Updated Spreadsheet Row

Triggers when a worksheet is created in a spreadsheet.

New Worksheet

Find up to 500 rows based on a column and value as line items.

Lookup Spreadsheet Rows (Advanced)

Find Worksheet

Return up to 500 rows as a single JSON value or as line items.

Get Many Spreadsheet Rows (Advanced)

Find a specific spreadsheet row based on a column and value. If found, it returns the entire row. Optionally, create a new row if no match is found.

Lookup Spreadsheet Row

Finds or creates a specific find worksheet.

Find or Create Worksheet

Find or Create Row

Create a new column in a specific spreadsheet.

Create Spreadsheet Column

Create a new row in a specific spreadsheet.

Create Spreadsheet Row

Create one or more new rows in a specific spreadsheet (with line item support).

Create Multiple Spreadsheet Rows

Creates a new worksheet by copying an existing worksheet.

Copy Worksheet

Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.

Create Spreadsheet

Creates a new worksheet in a Google Sheet.

Create Worksheet

Clears the contents of the selected row(s) while keeping the row(s) intact in the spreadsheet.

Clear Spreadsheet Row(s)

Deletes the selected row(s) from the spreadsheet. This action removes the row(s) and all associated data.

Delete Spreadsheet Row(s)

Format Spreadsheet Row

Update Spreadsheet Row

Update one or more rows in a specific spreadsheet (with line item support).

Update Spreadsheet Row(s)

Add new EngageBay Marketing contacts to Google Sheets as rows

Keep your EngageBay Marketing contacts up-to-date with this seamless workflow. Whenever there's a new or updated row in your Google Sheets spreadsheet stored in Team Drive, a contact in EngageBay Marketing will be created or updated accordingly. This automation simplifies contact management, ensuring you always have the most accurate information in your marketing campaigns.

Update EngageBay Marketing contacts from new or updated Google Sheets rows

Easily manage your contacts by connecting Google Sheets and EngageBay Marketing with this seamless workflow. Whenever a new row is added to your Google Sheets spreadsheet, this automation will create a new contact in EngageBay Marketing, saving you time and ensuring your contact list is always up-to-date. Stay organized and maintain consistency across platforms with this efficient solution.

Add EngageBay Marketing contacts from new Google Sheets rows

When a new row gets added or updated in Google Sheets, this automation tags a contact in EngageBay Marketing. It's an efficient way to keep your contacts organized in your marketing campaigns. By instantly tagging contacts based on spreadsheet updates, you ensure your marketing efforts are always aligned with your contact data.

Tag EngageBay Marketing contacts when new or updated rows appear in Google Sheets

Enhance your marketing efforts with this streamlined workflow that connects Facebook Lead Ads to EngageBay Marketing. Whenever you receive a new lead from your Facebook ads, this automation will create or update their contact information in EngageBay Marketing for easy tracking and nurturing. Save time, improve engagement, and grow your business more efficiently with this seamless integration.

Facebook lead ads make signing up for business information easy for people and more valuable for businesses. The Facebook lead ad app is useful for marketers who want to automate actions on their leads.

Facebook Lead Ads

New Lead

Create or update EngageBay Marketing contacts from new Facebook Lead Ads leads

Effortlessly stay on top of new leads with this workflow that connects Facebook Lead Ads to EngageBay Marketing. When a potential customer shows interest through your Facebook ad campaign, their information is seamlessly added as a new contact in EngageBay Marketing. This automatic process ensures timely communication and nurturing of your prospects, helping you grow your business more efficiently.

Create contacts in EngageBay Marketing from new leads in Facebook Lead Ads

It is hard to manually keep track of every new contact information. Set up this EngageBay-Google contacts integration to automatically keep your Google Contacts in sync with EngageBay contacts. Every time a new contact is added to EngageBay, it will also be sent to Google Contacts so the information is updated.

Google Contacts, the address book built into Gmail, lets you keep track of all your contacts, see when you last interacted with them, and more.

Google Contacts

Triggers when a contact is created or updated.

New or Updated Contact

New Group

Finds a contact by name, email, or phone number.

Add Contact to Groups

Create Group

Uploads a profile photo to an existing contact.

Upload Contact Photo

Add new EngageBay contacts to Google Contacts

Why update all your contact lists with the same information manually, running the risk of missing someone? If you set up this Google Contacts-EngageBay Marketing integration, you’ll save time and avoid omissions by sending all new Google Contacts to EngageBay automatically, where contacts will be created or updated if a match is found.

4 ways to automate EngageBay Marketing with Zapier

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