EngageBay CRM + Clust Integration

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Create Your Own EngageBay CRM & Clust Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Contact is created in EngageBay CRM
Triggers the automation whenever a new contact is created
Contact is updated in EngageBay CRM
Triggers the automation whenever a contact is updated
Owner is created in EngageBay CRM
Triggers the automation whenever a new owner is created
Deal is created in EngageBay CRM
Triggers the automation whenever a deal is created
Deal is updated in EngageBay CRM
Triggers the automation whenever a deal is updated
Form is submitted in EngageBay CRM
Triggers the automation whenever a form is filled
List is created in EngageBay CRM
Triggers the automation whenever a new list is created
Company is created in EngageBay CRM
Triggers the automation whenever a new company is created
Company is updated in EngageBay CRM
Triggers the automation whenever a company is updated
Item document is uploaded in Clust
Triggers the automation whenever a document is uploaded to a location
Instant
Item econtract is signed in Clust
Triggers the automation whenever an e-contract is signed
Instant
Application is submitted in Clust
Triggers the automation whenever a new application is submitted
Instant
Application stage is changed in Clust
Triggers the automation whenever a condition is met
Instant
Application is created in Clust
Triggers the automation whenever a new application is created
Instant
Item is approved in Clust
Triggers the automation whenever an item is approved
Instant
Application is closed in Clust
Triggers the automation whenever any application is closed
Instant
Item task is completed in Clust
Triggers the automation whenever any item task is completed
Instant
Item form is completed in Clust
Triggers the automation whenever a form is completed
Instant
Item payment is received in Clust
Triggers the automation whenever payment for an item is received
Instant

Create a contact in EngageBay CRM
Automatically adds a new contact to the contact list
Update contact in EngageBay CRM
Automatically updates contact information with new details
Search contact by email in EngageBay CRM
Automatically finds and retrieves contact information using their email address
Add tag to a contact in EngageBay CRM
Automatically adds a tag to a contact
Remove tag from contact in EngageBay CRM
Automatically untag the contact
Search contact in EngageBay CRM
Automatically finds and retrieves contact information
Add contact to a form in EngageBay CRM
Automatically adds a new contact to a form
Create a company in EngageBay CRM
Automatically creates a new company record
Search company in EngageBay CRM
Automatically find information about a company
Search dossier item by ID in Clust
Automatically retrieves a dossier item using its unique ID

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You Can Also Connect EngageBay CRM or Clust With 1200+ Other Apps

EngageBay is a complete and affordable marketing & sales software designed for small businesses. It will help you manage your entire business, from sales to marketing and customer engagement - all in one simple place.

See EngageBay CRM Integrations

Clust is a web-based platform that helps you to receive, manage and track applications for your job openings. We provide you with a branded client portal where candidates can apply.

See Clust Integrations