EngageBay CRM + EspoCRM Integration

Connect EngageBay CRM to EspoCRM in 1 click

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1.
  • EngageBay CRM
    Contact is created in EngageBay CRM
  • EngageBay CRM
    Contact is updated in EngageBay CRM
  • EngageBay CRM
    Owner is created in EngageBay CRM
  • EngageBay CRM
    Deal is created in EngageBay CRM
  • EngageBay CRM
    Deal is updated in EngageBay CRM
  • EngageBay CRM
    Form is submitted in EngageBay CRM
  • EngageBay CRM
    List is created in EngageBay CRM
  • EngageBay CRM
    Company is created in EngageBay CRM
  • EngageBay CRM
    Company is updated in EngageBay CRM
  • EspoCRM
    Contact is created in EspoCRM Instant
  • EspoCRM
    Contact is deleted in EspoCRM Instant
  • EspoCRM
    Contact is updated in EspoCRM Instant
  • EspoCRM
    Task is created in EspoCRM Instant
  • EspoCRM
    Task is updated in EspoCRM Instant
  • EspoCRM
    Task is deleted in EspoCRM Instant
  • EspoCRM
    Account is created in EspoCRM Instant
  • EspoCRM
    Opportunity is created in EspoCRM Instant
  • EspoCRM
    Meeting is created in EspoCRM Instant
  • EspoCRM
    Opportunity is updated in EspoCRM Instant
  • EspoCRM
    Case is created in EspoCRM Instant
  • EspoCRM
    Account is updated in EspoCRM Instant
  • EspoCRM
    Account is deleted in EspoCRM Instant
  • EspoCRM
    Opportunity is deleted in EspoCRM Instant
  • EspoCRM
    Case is updated in EspoCRM Instant
  • EspoCRM
    Case is deleted in EspoCRM Instant
  • EspoCRM
    Meeting is updated in EspoCRM Instant
  • EspoCRM
    Meeting is deleted in EspoCRM Instant
  • EspoCRM
    Lead is updated in EspoCRM Instant
  • EspoCRM
    Lead is created in EspoCRM Instant
  • EspoCRM
    Lead is deleted in EspoCRM Instant
  • EspoCRM
    Call is created in EspoCRM Instant
  • EspoCRM
    Call record is updated in EspoCRM Instant
  • EspoCRM
    Call is deleted in EspoCRM Instant
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2.

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Ready Workflows Ready Workflows   for EngageBay CRM + EspoCRM Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
EspoCRM + EngageBay CRM Integration

Create EngageBay CRM contact for new EspoCRM contact

If you're using EspoCRM to manage your sales leads, it's important to also use EngageBay CRM to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in EspoCRM, a corresponding contact will automatically be created in EngageBay CRM.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
See more
EngageBay CRM + EspoCRM Integration

Create EspoCRM contact for new EngageBay CRM contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new EspoCRM contact and EngageBay CRM contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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EngageBay CRM + EspoCRM Integration

Create EspoCRM task for new EngageBay CRM contact

EspoCRM and EngageBay CRM are two powerful cloud-based tools that can be used to improve business productivity. Using this EspoCRM - EngageBay CRM integration, you can automatically create task in EspoCRM whenever a new contact is created in EngageBay CRM.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Automations

Top 10 Most Popular EngageBay CRM Automations from
Integrately Community

Just click on the workflow you want to automate

EngageBay CRM logo
Twilio logo
Send Twilio sms for new EngageBay CRM contact
Activate
Rezdy logo
EngageBay CRM logo
Create EngageBay CRM contact for new Rezdy order
Activate
Microsoft Excel logo
EngageBay CRM logo
Create EngageBay CRM contact for new Microsoft Excel row
Activate
CompanyHub logo
EngageBay CRM logo
Create EngageBay CRM contact for new CompanyHub record
Activate
SendFox logo
EngageBay CRM logo
Create EngageBay CRM contact for new SendFox contact
EngageBay CRM logo
Twilio logo
Send Twilio sms for new EngageBay CRM contact
Activate
Rezdy logo
EngageBay CRM logo
Create EngageBay CRM contact for new Rezdy order
Activate
Microsoft Excel logo
EngageBay CRM logo
Create EngageBay CRM contact for new Microsoft Excel row
Activate
CompanyHub logo
EngageBay CRM logo
Create EngageBay CRM contact for new CompanyHub record
Activate
SendFox logo
EngageBay CRM logo
Create EngageBay CRM contact for new SendFox contact
GetResponse logo
EngageBay CRM logo
Create EngageBay CRM contact for new GetResponse contact
Mautic logo
EngageBay CRM logo
Create EngageBay CRM contact for new Mautic contact
Mailvio logo
EngageBay CRM logo
Create EngageBay CRM contact for new Mailvio contact
INBOX logo
EngageBay CRM logo
Create EngageBay CRM contact for new INBOX contact
MuxEmail logo
EngageBay CRM logo
Create EngageBay CRM contact for new MuxEmail contact
Activate
GetResponse logo
EngageBay CRM logo
Create EngageBay CRM contact for new GetResponse contact
Mautic logo
EngageBay CRM logo
Create EngageBay CRM contact for new Mautic contact
Mailvio logo
EngageBay CRM logo
Create EngageBay CRM contact for new Mailvio contact
INBOX logo
EngageBay CRM logo
Create EngageBay CRM contact for new INBOX contact
MuxEmail logo
EngageBay CRM logo
Create EngageBay CRM contact for new MuxEmail contact
Activate

Top 10 Most Popular EspoCRM Automations from
Integrately Community

Most popularmost-popular-automations
01
EspoCRM logo
WordPress logo
Create WordPress user for new EspoCRM contact
02
Google Sheets logo
EspoCRM logo
Create EspoCRM contact for new Google Sheets row
03
EspoCRM logo
Microsoft Excel logo
Create Microsoft Excel row for new EspoCRM contact
04
EspoCRM logo
Zoom logo
Create Zoom webinar registrant for new EspoCRM contact
05
EspoCRM logo
Google Calendar logo
Create Google Calendar event for new EspoCRM task
cloud
EspoCRM
app integration
06
PostgreSQL logo
EspoCRM logo
Create EspoCRM contact for new PostgreSQL row
07
Shoplazza logo
EspoCRM logo
Create EspoCRM contact from new Shoplazza customer
08
EspoCRM logo
PostgreSQL logo
Create PostgreSQL row for new EspoCRM contact
09
EspoCRM logo
SmartSuite logo
Create SmartSuite row for new EspoCRM contact
10
EspoCRM logo
VivifyScrum logo
Create VivifyScrum item for new EspoCRM task
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
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3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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EngageBay CRM
EngageBay CRM
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.
EspoCRM
EspoCRM
EspoCRM is a free and open-source CRM software that helps businesses manage their customer relationships more efficiently. It provides an easy-to-use interface that allows users to see, enter and evaluate all company relationships regardless of the type.