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Occasion + EngageBay CRM Integration

Connect Occasion with EngageBay CRM in a few clicks

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Create EngageBay CRM contact for new Occasion booking

To best take advantage of every new Occasion booking, it is essential to have a strong marketing campaign in EngageBay CRM in place. This will help ensure that potential customers are aware of the event and can easily find information about it.

By taking the time to create a robust EngageBay CRM contact list, businesses can maximize their chances of success with Occasion booking.

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When New booking is created in Occasion > Check any condition > Create a contact in EngageBay CRM

Occasion + EngageBay CRM Integration

When New booking is created in Occasion > Search contact by email in EngageBay CRM > Check any condition > (If condition matches) > Update contact in EngageBay CRM > (Else) > Create a contact in EngageBay CRM

Occasion + EngageBay CRM Integration

When New booking is created in Occasion > Search contact by email in EngageBay CRM > Check any condition > Create a contact in EngageBay CRM

Occasion + EngageBay CRM Integration

When New booking is created in Occasion > Search contact in EngageBay CRM > Check any condition > (If condition matches) > Update contact in EngageBay CRM > (Else) > Create a contact in EngageBay CRM

Occasion + EngageBay CRM Integration

When New booking is created in Occasion > Search contact in EngageBay CRM > Check any condition > Create a contact in EngageBay CRM

Occasion + EngageBay CRM Integration

When New booking is created in Occasion > Check any condition > Add tag to a contact in EngageBay CRM

Occasion + EngageBay CRM Integration

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