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Appointment scheduling app for consultations with customers.

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Create, send, and track targeted email campaigns that drive sales.

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Build online forms for every business need.

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Design surveys to reach and interact with your audience.

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Online website builder with extensive customisation options.

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Website conversion optimization and personalisation platform.

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Webinar platform for webcasting online webinars.

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Smart landing page builder to increase conversion rates

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Manage all your local business listings on a single platform.

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Live chat app to engage and convert website visitors.

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Digital signature app for businesses.

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Complete loyalty and affiliate management platform.

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Cloud Contact Center Software for businesses.

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Sync, manage, and convert leads across channels seamlessly.

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Online community platform for individuals and businesses to grow their network and brand.

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Unified marketing platform for marketing teams.

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eCommerce platform to manage and market your online store.

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Remote support and unattended remote access software.

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Interactive remote assistance software with augmented reality.

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End-to-end field service management platform for service businesses.

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Live chat app to engage and convert website visitors.

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Cloud Contact Center Software for businesses.

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The all-in-one toolkit for solopreneurs.

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Appointment scheduling app for consultations with customers.

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Unified platform for customer service and support teams.

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Powerful accounting platform for growing businesses.

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100% Free invoicing solution.

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Effortless expense reporting platform.

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Powerful stock management and inventory control software.

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End-to-end billing solution for your business.

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Collect payments online with custom branded pages.

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Payroll software with automated tax payments and filing.

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The all-in-one toolkit for solopreneurs.

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Practice management software for accounting firms.

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Digital signature app for businesses.

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eCommerce platform to manage and market your online store.

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All-in-one suite to manage your operations and finances.

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Secure email service for teams of all sizes.

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Online meeting software for all your video conferencing & webinar needs.

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Word processor for focused writing and discussions.

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Spreadsheet software for collaborative teams.

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Create, edit, and share slides with a sleek presentation app.

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Beautiful home for all your notes.

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Stay in touch with teams no matter where you are.

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Employee experience platform to communicate, engage, and build positive employee relations.

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Appointment scheduling app for consultations with customers.

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Shared inboxes for teams.

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Online file management for teams.

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Digital signature app for businesses.

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Powerful collaborative work platform for teams.

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Built in document editors for web apps.

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Secure and reliable transactional email sending service.

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Online business calendar to manage events and schedule appointments.

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Knowledge and learning management platform.

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Cloud Contact Center Software for businesses.

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Collaborative task management for individuals and teams.

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Work management tool to connect people, processes, and information.

Tables
 
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Collaborative online PDF editing tool.

PDF Editor
 
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Application suite built to improve team productivity and collaboration.

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Organize, automate, and simplify your HR processes.

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Intuitive recruiting platform built to provide hiring solutions.

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Effortless expense reporting platform.

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Workerly

Manage temporary staffing with an employee scheduling solution.

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Payroll software with automated tax payments and filing.

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Employee scheduling and time tracking app.

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Digital signature app for businesses.

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Comprehensive HR platform for seamless employee experiences.

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Build custom apps to simplify business processes.

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Directory

Workforce identity and access management solution for cloud businesses.

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Secure multi-factor authenticator (MFA) for all your online accounts.

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Online password manager for teams.

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Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

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Interactive remote assistance software with augmented reality.

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Remote support and unattended remote access software.

Assist
 
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Test automation software to build, manage, execute, and report testcases.

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Automate manual, tedious, and repetitive tasks easily.

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Embedded analytics and white label BI solutions, tailored for your needs.

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AI-powered data preparation service for your data-driven organization.

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Harnessing IoT analytics for real-time operational intelligence.

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Manage, track, and collaborate on projects with teams.

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Planning and tracking tool for scrum teams.

Sprints
 
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Automatic bug tracking software for managing bugs.

BugTracker
 
Solo

The all-in-one toolkit for solopreneurs.

Solo

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Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

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Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
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RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
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Apptics

Application analytics for all apps.

Apptics
 
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Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
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Build, deploy, and scale IoT solutions for connected businesses.

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AI-powered data preparation service for your data-driven organization.

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Low-code IoT platform and solutions for connected businesses.

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Unified platform to deliver top-notch customer experience.

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Unified platform for customer service and support teams.

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All-in-one suite to manage your operations and finances.

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Comprehensive HR platform for seamless employee experiences.

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Application suite built to improve team productivity and collaboration.

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Unified marketing platform for marketing teams.

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All-in-one suite

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The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

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Marketplace
   

Integrate Salesforce with EngageBay

Send information between Salesforce and EngageBay automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

[esc]

Add a new contact in EngageBay whenever a new contact is added in Salesforce

Ensure quick access to contact information across all platforms for enhanced engagement. This flow will add a new contact in EngageBay whenever a new contact is added in Salesforce.

How it works
  1. The flow triggers when a new contact is created in Salesforce.
  2. Zoho Flow creates a new contact in EngageBay.
+

Add a new contact in EngageBay whenever a new contact is added in Salesforce

Salesforce + EngageBay

Build your own integrations between Salesforce and EngageBay

Connect Salesforce and EngageBay with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Salesforce and EngageBay using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Event created

Triggers when a new event is created

Campaign updated

Triggers when a new campaign is updated

Opportunity updated

Triggers when an opportunity is updated

Campaign added

Triggers when a new campaign is added

Account created

Triggers when a new account is created

Event updated

Triggers when an event is updated

Contact created

Triggers when a new contact is created

Module entry updated

Triggers when a record is updated in the selected module

Account updated

Triggers when an account is updated

Order created

Triggers when a new order is created

Task created

Triggers when a new task is created

Opportunity added

Triggers when a new opportunity is added

Lead created

Triggers when a new lead is created

Solution updated

Triggers when an solution is updated

Product updated

Triggers when an product is updated

Note updated

Triggers when a note is updated

Task updated

Triggers when a task is updated

Case updated

Triggers when a case is updated

Note created

Triggers when a new note is created

Lead updated

Triggers when a lead is updated

Module entry added

Triggers when a new entry is added to the selected module

Solution added

Triggers when a new solution is added

Contact updated

Triggers when a contact is updated

Order updated

Triggers when an order is updated

Product added

Triggers when a new product is added

Case created

Triggers when a new case is created

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company is created

Deal created

Triggers when a new deal is created

All Actions - Actions are the automated tasks

Create lead

Creates a new lead

Create order

Creates a new order

Create task

Creates a new task

Create product

Creates a new product

Create event

Creates a new event

Create note

Creates a new note

Create account

Creates a new account

Create campaign

Creates a new campaign

Create case

Creates a new case

Create opportunity

Creates a new opportunity

Create custom module entry

Creates a new entry in the selected module

Create solution

Creates a new solution

Create contact

Creates a new contact

Update custom module entry

Updates the details of entry in the selected module

Update product

Updates the details of an existing product

Update contact

Updates the details of an existing contact

Update opportunity

Updates the details of an existing opportunity

Update account

Updates the details of an existing account

Update case

Updates the details of an existing case

Update campaign

Updates the details of an existing campaign

Update task

Updates the details of an existing task

Update order

Updates the details of an existing order

Update note

Updates the details of an existing note

Update lead

Updates the details of an existing lead

Update solution

Updates the details of an existing solution

Update event

Updates the details of an existing event

Fetch custom module entry

Fetches the details of an entry in the selected module by name or ID

Fetch solution

Fetches the details of an existing solution by name or ID

Fetch opportunity

Fetches the details of an existing opportunity by name or ID

Fetch account

Fetches the details of an existing account by name or ID

Fetch contact

Fetches the details of an existing contact by name or email address or ID

Fetch user

Fetches the details of an existing user by email, name or ID

Fetch event

Fetches the details of an existing event by subject or ID

Fetch contract

Fetches the details of an existing contract by number or ID

Fetch asset

Fetches the details of an existing asset by name or ID

Fetch note

Fetches the details of an existing note by title or ID

Fetch company

Fetches the details of an existing D&B company by name or ID

Fetch module entry

Fetches the details of a module record entry based on the specified value

Fetch case

Fetches the details of an existing case by subject or ID

Fetch campaign

Fetches the details of an existing campaign by name or ID

Fetch product

Fetches the details of an existing product by name or ID

Fetch lead

Fetches the details of an existing lead by name or ID

Fetch group

Fetches the details of an existing group by name or ID

Fetch order

Fetches the details of an existing order by number or ID

Create contact

Creates a new contact

Create company

Creates a new company

Create event

Creates a new event

Create deal

Creates a new deal

Create task

Creates a new task

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact

What is Salesforce?

Salesforce is CRM software that lets you manage sales, deliver personalized messages, and predict outcomes with AI-powered analytics.

CRM Popular

What is EngageBay?

EngageBay is a marketing, sales, support and CRM application for growing companies. It provides features such as marketing automation, contact management, deal pipeline, and more.

CRM Marketing Automation

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

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Endless integrations. End to manual work.

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