EngageBay CRM + Hive Integration

Integrate EngageBay CRM to Hive in one click, or tell Integrately AI how you want each contact handled. Track sales leads, create projects, assign team actions, and monitor progress automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Hive
    Action is created in Hive
  • Hive
    Action is updated in Hive
Arrow Right
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
  • Hive
    Create action in workspace in Hive
  • Hive
    Create action in project in Hive
  • Hive
    Send message in Hive
  • Hive
    Create project in Hive
  • Hive
    Add comment to action in Hive

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Ready Workflows Ready Workflows for EngageBay CRM + Hive Integration

Capture contacts, create project actions, assign team follow-ups, and keep workflows updated, all in just one click.

Most popular automationmost-popular-automations
EngageBay CRM + Hive Integration

Send Hive message for new EngageBay CRM contact

Many businesses rely on marketing to bring in new customers and grow their sales. One key element of successful marketing is staying in touch with your prospective customers. However, manually sending out messages to each new contact can be time-consuming and ineffective. Fortunately, there is a better way.

By automatically sending a Hive message for every new EngageBay CRM contact, you can stay connected with your prospects without spending hours crafting individual messages. This simple automation can help you build better relationships with your prospects and close more sales.
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your EngageBay CRM + Hive flow

Extend your automation with communication, marketing, scheduling, and payment tools. Pick a combination and activate it in one click.

EngageBay CRM
Hive
+
GmailGmail (4)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
CalendlyCalendly (3)
+
StripeStripe (3)
+
TypeformTypeform (3)
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Create a Hive action and send an email in Gmail when a contact is created in EngageBay CRM
New EngageBay CRM contacts instantly trigger a Hive action and dispatch a welcome email via Gmail without manual intervention.
E
H
G
When a deal is created in EngageBay CRM, create a Hive project and send a notification email in Gmail
Keep sales and project teams aligned by automatically creating Hive projects and notifying managers in Gmail.
E
H
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If an EngageBay CRM form is submitted, create a Hive action and send a confirmation via Gmail
Turn inbound form submissions into actionable Hive tasks while instantly emailing the submitter via Gmail.
E
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Use Claude to summarise EngageBay CRM contact details, create a Hive action, and email the brief in Gmail
Generate intelligent contact briefs using Claude, assign them in Hive, and email the summary via Gmail.

Supported triggers and actions for EngageBay CRM and Hive

Mix and match to build the exact automation you need

EngageBay CRM
EngageBay CRM Triggers & Actions
Contact is created in EngageBay CRM
Triggers the automation when a new contact is created
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Contact is updated in EngageBay CRM
Triggers the automation when a contact is updated
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Owner is created in EngageBay CRM
Triggers the automation when a new owner is created
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Deal is created in EngageBay CRM
Triggers the automation when a deal is created
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Deal is updated in EngageBay CRM
Triggers the automation when a deal is updated
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Form is submitted in EngageBay CRM
Triggers the automation when a form is filled
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List is created in EngageBay CRM
Triggers the automation when a new list is created
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Company is created in EngageBay CRM
Triggers the automation when a new company is created
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Company is updated in EngageBay CRM
Triggers the automation when a company is updated
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Create a contact in EngageBay CRM
Adds a new contact to the contact list
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Update contact in EngageBay CRM
Updates contact information with new details
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Search contact by email in EngageBay CRM
Finds and retrieves contact information using their email address
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Add tag to a contact in EngageBay CRM
Adds a tag to a contact
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Remove tag from contact in EngageBay CRM
Untag the contact
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Search contact in EngageBay CRM
Finds and retrieves contact information
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Add contact to a form in EngageBay CRM
Adds a new contact to a form
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Create a company in EngageBay CRM
Creates a new company record
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Search company in EngageBay CRM
Finds information about a company
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Hive
Hive Triggers & Actions
Action is created in Hive
Triggers the automation when a new action is created
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Action is updated in Hive
Triggers the automation when action is updated
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Create action in workspace in Hive
Creates a new action within the workspace
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Create action in project in Hive
Creates a new action for a particular project
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Send message in Hive
Sends a new message
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Create project in Hive
Creates a new project
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Add comment to action in Hive
Adds a comment to a action in the workflow
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What can you automate with EngageBay CRM + Hive?

Streamline your customer relationship management and project execution with robust, automated workflows.

What you can automate?
🔄
Sync new contacts into active workspace actions
Automatically turn every new contact created in EngageBay CRM into a tracked action item inside Hive, ensuring no prospect is ever overlooked by your delivery team.
📋
Capture every submitted form field
Map all custom form submission answers from EngageBay CRM directly into Hive project descriptions, giving your team complete context without manual copy-pasting.
🔔
Alert team members instantly on activity
Notify relevant stakeholders the moment an important deal or company is updated in EngageBay CRM, keeping internal collaboration aligned and moving fast.
🔀
Route tasks based on deal criteria
Send high-value deal updates to priority Hive workspaces while routing standard enquiries to general queues based on submitted form parameters.
📝
Keep project records continuously updated
Reflect CRM contact updates and deal stage changes inside your ongoing Hive tasks automatically, maintaining a single source of truth across systems.
🔍
Prevent duplicate records across tools
Search existing workspace items before creating new Hive actions, ensuring clean project boards and organized team workloads.
Handle later status changes smoothly
Trigger project archiving or follow-up task creation in Hive whenever a deal status changes to won or lost in EngageBay CRM.
🌐
Extend workflows to external applications
Connect your EngageBay CRM and Hive core automation to Slack, Gmail, or Mailchimp to create powerful multi-app business pipelines.
And much more...

Who is EngageBay CRM + Hive integration for?

Growing sales and project teams managing customer relationships and team execution benefit by connecting EngageBay CRM to Hive to eliminate manual data entry.

Performance managers
Performance managers
Sales reps
Sales reps
Project coordinators
Project coordinators
Operations leads
Operations leads
Account executives
Account executives
Support directors
Support directors
📈
Performance managers
You're reviewing sales pipelines and project milestones, but pipeline figures only update when someone manually exports records, so the dashboard metrics you're optimising against are always a few hours behind — with this integration, every new contact lands in your workspace instantly and your project data stays current.
Sales reps
You're constantly checking for new inbound enquiries to start outreach, but leads sit unassigned until someone notices them in the CRM, so prospective buyers wait too long for a response — automating both apps means every lead triggers an immediate action and your team engages prospects without delay.
🤝
Project coordinators
You answer to clients who want to see active project progress, but task boards drift out of sync with CRM deal stages, so client reports never match reality — connecting these apps means every deal update automatically creates project tasks and your delivery timeline remains completely accurate.
📊
Operations leads
The volume of new submissions is too high for your team to keep up by hand, resulting in missed follow-ups and forgotten onboarding tasks — integrating these apps means high-volume data flows seamlessly into structured tasks and your daily operations run without human bottlenecks.
💼
Account executives
You own the client onboarding phase and depend on sales reps to hand over account details properly, but handover notes frequently get lost in chat threads, so client onboarding starts with missing information — this integration means every closed deal instantly spawns a complete project record and handovers happen reliably.
🗂️
Support directors
You need a reliable history of client engagements and keep finding gaps where follow-up tasks were never created after a deal closed, leaving accounts unmanaged — automating both apps means every customer milestone generates a permanent audit trail and no account ever falls through the cracks.
Our team

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Why choose Integrately to automate EngageBay CRM + Hive

Build and manage your EngageBay CRM + Hive automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect EngageBay CRM + Hive with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect EngageBay CRM to Hive?
Frequently Asked Questions
You can connect EngageBay CRM to Hive instantly using ready-made workflows or Integrately AI. Simply select your trigger and action, authenticate your accounts, and activate the integration in 1 click alongside tools like Slack, Gmail, and Calendly.
Can I automatically create Hive actions from new EngageBay CRM contacts?
Frequently Asked Questions
Can I connect EngageBay CRM, Hive, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for EngageBay CRM and Hive?
Frequently Asked Questions
How does EngageBay CRM data trigger Hive tasks?
Frequently Asked Questions
How are Hive projects updated from EngageBay CRM?
Frequently Asked Questions
Do I need coding skills to integrate EngageBay CRM and Hive?
Frequently Asked Questions
Is the EngageBay CRM and Hive integration free?
Frequently Asked Questions
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You Can Also Connect EngageBay CRM or Hive With 1500+ Other Apps

EngageBay CRM
Popular EngageBay CRM Integrations
Connect EngageBay CRM to marketing, billing, and support tools to manage leads and customer relationships effectively.
Hive
Popular Hive Integrations
Sync Hive with project management, communication, and productivity tools to keep team collaboration streamlined.
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Hive Integrations arrow right
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