EngageBay CRM + Formaloo Integration

Connect EngageBay CRM to Formaloo - Automate your workflows in 1-click

Make use of EngageBay CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. With Formaloo automations, you can store all customer data in one place, use it for product development, personalize marketing campaigns, and improve overall customer experience. And automate all the repetitive tasks between EngageBay CRM & Formaloo using Integrately.
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Ready Workflows For EngageBay CRM + Formaloo Integration

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Create Your Own EngageBay CRM & Formaloo Integration Without Any Code

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2. Select what action you want to automate
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EngageBay CRM + Formaloo 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

  • Formaloo
    New successful payment in Formaloo

    Triggers the automation whenever any payment is made successfully

    Instant
  • Formaloo
    Form is submitted in Formaloo

    Triggers the automation whenever a form is filled

    Instant
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

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Integrate EngageBay CRM & Formaloo In 1 Click
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Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

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

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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.

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Formaloo is the Customer Data Platform designed to unlock the hidden value in your data. It allows you to reach out to customers using their behavior, expectations, personal tastes, and their preferences when making a purchase decision.

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