Integrate OnePageCRM with EngageBay
Send information between OnePageCRM and EngageBay automatically, without writing any code, using Zoho Flow.
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Create a new contact in EngageBay whenever a new contact is created in OnePageCRM
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will add a new contact in EngageBay whenever a new contact is added in OnePageCRM.
How it works
- The flow triggers when a new contact is created in OnePageCRM.
- Zoho Flow creates a new contact in EngageBay.
Create a new contact in EngageBay whenever a new contact is created in OnePageCRM
OnePageCRM + EngageBay
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Supported triggers and actions
Integrate OnePageCRM and EngageBay using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
New pending deal
Triggers when there is a new pending deal
New action
Triggers when a new action is created
Deal won
Triggers when a deal is won
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create note
Creates a new note for the specified contact
Fetch contact
Fetches the details of an existing contact
Create company
Creates a new company
Create contact
Creates a new contact
Create deal
Creates a new deal
Create event
Creates a new event
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 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.
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