EngageBay CRM + CodeREADr Integration

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EngageBay CRM + CodeREADr Integration
1.
  • EngageBay CRM
    Contact is created in EngageBay CRM

    Triggers the automation whenever a new contact is created

  • EngageBay CRM
    Contact is updated in EngageBay CRM

    Triggers the automation whenever a contact is updated

  • EngageBay CRM
    Owner is created in EngageBay CRM

    Triggers the automation whenever a new owner is created

  • EngageBay CRM
    Deal is created in EngageBay CRM

    Triggers the automation whenever a deal is created

  • EngageBay CRM
    Deal is updated in EngageBay CRM

    Triggers the automation whenever a deal is updated

  • EngageBay CRM
    Form is submitted in EngageBay CRM

    Triggers the automation whenever a form is filled

  • EngageBay CRM
    List is created in EngageBay CRM

    Triggers the automation whenever a new list is created

  • EngageBay CRM
    Company is created in EngageBay CRM

    Triggers the automation whenever a new company is created

  • EngageBay CRM
    Company is updated in EngageBay CRM

    Triggers the automation whenever a company is updated

  • CodeREADr
    Scan is received in CodeREADr

    Triggers the automation whenever a scan is received

2.
  • EngageBay CRM
    Create a contact in EngageBay CRM

    Automatically adds a new contact to the contact list

  • EngageBay CRM
    Update contact in EngageBay CRM

    Automatically updates contact information with new details

  • EngageBay CRM
    Search contact by email in EngageBay CRM

    Automatically finds and retrieves contact information using their email address

  • EngageBay CRM
    Add tag to a contact in EngageBay CRM

    Automatically adds a tag to a contact

  • EngageBay CRM
    Remove tag from contact in EngageBay CRM

    Automatically untag the contact

  • EngageBay CRM
    Search contact in EngageBay CRM

    Automatically finds and retrieves contact information

  • EngageBay CRM
    Add contact to a form in EngageBay CRM

    Automatically adds a new contact to a form

  • EngageBay CRM
    Create a company in EngageBay CRM

    Automatically creates a new company record

  • EngageBay CRM
    Search company in EngageBay CRM

    Automatically find information about a company

  • CodeREADr
    Add/Update barcode value in CodeREADr

    Automatically updates or add a barcode value for product identification

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