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
  1. The flow triggers when a new contact is created in OnePageCRM.
  2. Zoho Flow creates a new contact in EngageBay.
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Create a new contact in EngageBay whenever a new contact is created in OnePageCRM

OnePageCRM + EngageBay

Build your own integrations between OnePageCRM and EngageBay

Connect OnePageCRM 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 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 action

Triggers when a new action is created

New pending deal

Triggers when there is a new pending deal

Deal won

Triggers when a deal is won

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 note

Creates a new note for the specified contact

Create contact

Creates a new contact

Fetch contact

Fetches the details of an existing contact

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 OnePageCRM?

OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.

CRM

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.

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Logic

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

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Custom functions

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

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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 has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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