EngageBay CRM + Perfit Integration

Connect EngageBay CRM to Perfit - 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. Perfit automations help you send reminders or follow-ups to team members, improve communication workflows, and enhance customer experiences. And automate all the repetitive tasks between EngageBay CRM & Perfit using Integrately.

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Ready Workflows For EngageBay CRM + Perfit Integration

Just click on the workflow you want to automate

Create Perfit contact for new EngageBay CRM contact

There are many reasons why someone might choose to use two different marketing tools. One common reason being - able to reach a wider audience. For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Thus, integration of your new Perfit contact and EngageBay CRM contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.

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Update Perfit contact from new EngageBay CRM contact

EngageBay CRM + Perfit Integration

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Create Your Own EngageBay CRM & Perfit Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Contact is created in EngageBay CRM
Triggers the automation whenever a new contact is created
Contact is updated in EngageBay CRM
Triggers the automation whenever a contact is updated
Owner is created in EngageBay CRM
Triggers the automation whenever a new owner is created
Deal is created in EngageBay CRM
Triggers the automation whenever a deal is created
Deal is updated in EngageBay CRM
Triggers the automation whenever a deal is updated
Form is submitted in EngageBay CRM
Triggers the automation whenever a form is filled
List is created in EngageBay CRM
Triggers the automation whenever a new list is created
Company is created in EngageBay CRM
Triggers the automation whenever a new company is created
Company is updated in EngageBay CRM
Triggers the automation whenever a company is updated

Create a contact in EngageBay CRM
Automatically adds a new contact to the contact list
Update contact in EngageBay CRM
Automatically updates contact information with new details
Search contact by email in EngageBay CRM
Automatically finds and retrieves contact information using their email address
Add tag to a contact in EngageBay CRM
Automatically adds a tag to a contact
Remove tag from contact in EngageBay CRM
Automatically untag the contact
Search contact in EngageBay CRM
Automatically finds and retrieves contact information
Add contact to a form in EngageBay CRM
Automatically adds a new contact to a form
Create a company in EngageBay CRM
Automatically creates a new company record
Search company in EngageBay CRM
Automatically find information about a company
Create contact in Perfit
Automatically adds a new contact to the database
Add interest to contact in Perfit
Automatically tag contacts with relevant interests based on their interactions
Unsubscribe contact in Perfit
Automatically removes a contact from a mailing list
Search contact by email in Perfit
Automatically finds and retrieves contact information using their email address
Delete contact in Perfit
Automatically removes a contact from the address book
Update contact in Perfit
Automatically updates contact information with new details
Search list by name in Perfit
Automatically scan and retrieve results for a given list using its name
Create list in Perfit
Automatically generates a new list
Rename list in Perfit
Automatically renames a list
Search interest by name in Perfit
Automatically searches for an interest by name

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

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Integrate EngageBay CRM & Perfit In 1 Click
And Save Time & Money Both

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!

Want to automate something else in your workflow?

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

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.

See EngageBay CRM Integrations

Perfit is the email marketing software that helps you build and nurture your list, send beautiful responsive emails, manage subscribers and personalise campaigns based on subscriber activity. It also helps track campaign results.

See Perfit Integrations