Integrate Happyforms with EngageBay

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

Explore prebuilt integration flows to get started

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Create a new contact in EngageBay whenever a form is submitted through Happyforms

Reduce data entry errors by automatically capturing contact information from forms. This flow will generate a new contact in EngageBay using the form responses obtained from Happyforms.

How it works
  1. The flow triggers when a form entry is submitted in Happyforms.
  2. Zoho Flow creates a new contact in EngageBay.
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Create a new contact in EngageBay whenever a form is submitted through Happyforms

Happyforms + EngageBay

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Create a contact in EngageBay when a form is submitted in Happyforms

Enable immediate follow-up with leads by accelerating contact addition to the marketing database. This flow will generate a new contact in EngageBay whenever a response is received from Happyforms.

How it works
  1. The flow triggers when a form entry is submitted in Happyforms.
  2. Zoho Flow creates a new contact in EngageBay.
+

Create a contact in EngageBay when a form is submitted in Happyforms

Happyforms + EngageBay

Build your own integrations between Happyforms and EngageBay

Connect Happyforms and EngageBay with over 650+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Happyforms and EngageBay using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form submitted

Triggers when a form entry is submitted

Deal created

Triggers when a new deal is created

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company is created

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Create contact

Creates a new contact

Create company

Creates a new company

Create task

Creates a new task

Create event

Creates a new event

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact

What is Happyforms?

Happy Forms is a form builder WordPress plugin that can help you create different types of online forms on your website.

Forms New WordPress Plugins

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 >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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