Integrate Jetpack CRM with EngageBay
Send information between Jetpack CRM and EngageBay automatically, without writing any code, using Zoho Flow.
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Generate a new contact in EngageBay each time a new contact is created in Jetpack CRM
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will log a new contact in EngageBay whenever a new contact is created in Jetpack CRM.
How it works
- The flow triggers when a new contact is created in Jetpack CRM.
- Zoho Flow creates a new contact in EngageBay.
Generate a new contact in EngageBay each time a new contact is created in Jetpack CRM
Jetpack CRM + EngageBay
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Supported triggers and actions
Integrate Jetpack CRM and EngageBay using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Invoice updated
Triggers when the details of an existing invoice is updated
Quote created
Triggers when a new quote is created
Company created
Triggers when a new company is created
Invoice created
Triggers when a new invoice is created
Contact created
Triggers when a new contact is created
Transaction created
Triggers when a new transaction is created
Contact updated
Triggers when the details of an existing contact is updated
Quote accepted
Triggers when an existing quote is accepted
Contact status updated
Triggers when the status of an existing contact is updated
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
Deal created
Triggers when a new deal is created
All Actions - Actions are the automated tasks
Add or update contact
Adds a new contact or updates the details of an existing contact
Fetch quote
Fetches the details of an existing quote
Fetch contact
Fetches the details of an existing contact
Create contact
Creates a new contact
Create event
Creates a new event
Create deal
Creates a new deal
Create company
Creates a new company
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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