EngageBay CRM + FastSpring Integration

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FastSpring + EngageBay CRM Integration

Create EngageBay CRM contact for new FastSpring order

When a new FastSpring order is placed, it's important to create a EngageBay CRM contact for the customer. This helps to integraiton the customer into your marketing ecosystem and allows you to track their engagement with your brand.

There are a few key pieces of information that you'll need in order to create a new marketing contact: name, email address, and order information. With this information, you can create a new EngageBay CRM contact and start sending them targeted communications.

In addition, you can also use this opportunity to upsell or cross-sell other products. By creating a new EngageBay CRM contact for every FastSpring order, you can maximize your chances of success with each customer.
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FastSpring + EngageBay CRM Integration

Create EngageBay CRM contact for new FastSpring charge

If you're using FastSpring to process payments on your website, you may want to create a corresponding contact in EngageBay CRM for each transaction. When a charge is added in FastSpring, this automation will automatically create the contact and populate it with the relevant information.

This allows you to keep track of your billing activity and generate reports from within EngageBay CRM.
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EngageBay CRM + FastSpring Integration
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
  • FastSpring
    Order is completed in FastSpring Instant
  • FastSpring
    Order is failed in FastSpring Instant
  • FastSpring
    Subscription charge is completed in FastSpring Instant
  • FastSpring
    Subscription charge is failed in FastSpring Instant
  • FastSpring
    Mailing list entry is updated in FastSpring Instant
  • FastSpring
    Mailing list entry is removed in FastSpring Instant
  • FastSpring
    Payout entry is created in FastSpring Instant
  • FastSpring
    Subscription payment reminder in FastSpring Instant
  • FastSpring
    Subscription trial reminder in FastSpring Instant
  • FastSpring
    Return is created in FastSpring Instant
  • FastSpring
    Subscription is activated in FastSpring Instant
  • FastSpring
    Subscription is updated in FastSpring Instant
  • FastSpring
    Subscription is deactivated in FastSpring Instant
  • FastSpring
    Subscription is canceled in FastSpring Instant
  • FastSpring
    Subscription is uncanceled in FastSpring Instant
2.
  • EngageBay CRM
    Create a contact in EngageBay CRM
  • EngageBay CRM
    Update contact in EngageBay CRM
  • EngageBay CRM
    Search contact by email in EngageBay CRM
  • EngageBay CRM
    Add tag to a contact in EngageBay CRM
  • EngageBay CRM
    Remove tag from contact in EngageBay CRM
  • EngageBay CRM
    Search contact in EngageBay CRM
  • EngageBay CRM
    Add contact to a form in EngageBay CRM
  • EngageBay CRM
    Create a company in EngageBay CRM
  • EngageBay CRM
    Search company in EngageBay CRM
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