EngageBay CRM + Novocall Integration

Sales teams often struggle to efficiently follow up on incoming leads who book meetings using Novocall but aren't immediately added to their marketing campaigns, causing missed opportunities to engage with potential customers.

Marketing managers have difficulty tracking leads from initial contact points like Novocall into their broader marketing funnel in EngageBayMarketing without manual data entry, leading to potential data inaccuracies and inefficiencies.

Customer support teams often need to personalize communication based on customer details from Novocall bookings but find it challenging when those details are not automatically updated in their marketing CRM tool like EngageBayMarketing.

Event coordinators want to ensure attendees who use Novocall for scheduling are automatically added to event-specific email campaigns in EngageBayMarketing for timely updates and information, but manual handling is cumbersome and error-prone.

Consultants want to efficiently nurture leads that book initial consultations via Novocall but often miss out on sending follow-up materials promptly because the data doesn’t flow directly into their marketing platform like EngageBayMarketing.