How to integrate EngageBay

Created by Igor Galic, Modified on Fri, 19 Aug 2022 at 09:40 AM by Igor Galic

TABLE OF CONTENTS



Description


EngageBay is a simple, affordable, all-in-one marketing and sales CRM software built for small businesses and startups to acquire, engage, nurture web visitors and convert them to happy customers. EngageBay brings you powerful sales enablement tools to train your sales force training tools and it automatically records all your communications with clients, via phone and/or email. - all from one easy to use platform. 



Entities


SourceTarget
Send ContactsAdd Deals
Send CompaniesAdd Tracks
Send DealsAdd Products
Send TracksAdd Tickets
Send Products
Send Tickets
Send Lists
Send Forms
Send Users


The task can be triggered by the following events:

 

• on successful completion of a different task

• API call



Steps



Step 1.


Either while Creating a Task or in the Integrations menu.


Enter the name of the integration in the search bar.


Step 2.


Enter the Name of the Integration.

You can optionally also enter a description.

Step 3.


You will be prompted for the API Key.

Step 4.


Next go to your EngageBay Dashboard and click on Account in the top right then Account Settings, API & Tracking Code.

 

 

 

 

 

Simply copy the generated API and paste where you were prompted to by SyncSpider.



EngageBay is just one of the tools we support!


To check the list of the tools and features we support please click here!


If you don't see your favorite tool on our list, please take the time and send us the request here to create an integration for you or UP-vote if it's already on the list :) 


We develop integrations based on the requests and up-votes :) 


We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [email protected] or our chat widget!



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