EngageBay CRM + Front Integration

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EngageBay CRM + Front 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

  • Front
    Inbound message is received in Front

    Triggers the automation whenever a new message is received

    Instant
  • Front
    Message delivery is failed in Front

    Triggers the automation whenever a message delivery fails

    Instant
  • Front
    Outbound reply is sent (existing conversation) in Front

    Triggers the automation whenever an outbound reply is sent to an existing conversation

    Instant
  • Front
    Outbound message is sent (new conversation) in Front

    Triggers the automation whenever a new conversation is initiated

    Instant
  • Front
    Tag is added in Front

    Triggers the automation whenever a tag is added

    Instant
  • Front
    Tag is removed in Front

    Triggers the automation whenever a tag is added

    Instant
  • Front
    Comment is added in Front

    Triggers the automation whenever a comment is added

    Instant
  • Front
    Conversation is moved in Front

    Triggers the automation whenever a conversation is moved

    Instant
  • Front
    Conversation is reopened in Front

    Triggers the automation whenever a closed conversation is re-opened

    Instant
  • Front
    Conversation is archived in Front

    Triggers the automation whenever a conversation is archived

    Instant
  • Front
    Conversation is deleted in Front

    Triggers the automation whenever any conversation is removed from the system

    Instant
  • Front
    Conversation is restored in Front

    Triggers the automation whenever a closed conversation is re-opened

    Instant
  • Front
    Teammate is mentioned in Front

    Triggers the automation whenever someone mentions a teammate

    Instant
  • Front
    Assignee is changed in Front

    Triggers the automation whenever the assignee of a task is changed

    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

  • Front
    Import message in Front

    Automatically transferring messages or data from one source to another

  • Front
    Send message in Front

    Automatically deliver a message to a designated recipient

  • Front
    Send reply in Front

    Automatically sends a reply

  • Front
    Create contact in Front

    Automatically adds a new contact to the database

  • Front
    Update contact in Front

    Automatically updates contact information with new details

  • Front
    Search contact in Front

    Automatically finds and retrieves contact information

  • Front
    Update conversation in Front

    Automatically updates the ongoing conversation with new information or updates

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