EngageBay CRM + PhoneBurner Integration

Connect EngageBay CRM to PhoneBurner in 1 click

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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
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2.

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Ready Workflows Ready Workflows   for EngageBay CRM + PhoneBurner Integration

Just click on the workflow you want to automate

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

Create PhoneBurner 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 PhoneBurner 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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Who Is This Integration For?

Sales Teams
Sales Teams
Real Estate Agents
Real Estate Agents
Customer Support Teams
Customer Support Teams
Coaches and Consultants
Coaches and Consultants
Event Planners
Event Planners
Sales Teams
Sales teams struggle to efficiently manage follow-up efforts for new leads captured on EngageBayMarketing, causing missed opportunities and fragmented communication.
Real Estate Agents
Real estate agents often capture many online leads but have difficulty reaching them quickly via phone, resulting in delayed responses and potential client disinterest.
Customer Support Teams
Customer support teams need to call back leads captured through marketing campaigns promptly, but have no streamlined process to convert these leads into actionable call lists.
Coaches and Consultants
Coaches and consultants collect client inquiries online but face challenges in reaching out efficiently, affecting their ability to convert inquiries into clients through timely communication.
Event Planners
Event planners receive attendee inquiries or interest forms online and need a prompt follow-up system, which isn't feasible without automatic data synchronization between their marketing tools and communication platforms.
EngageBay CRM logo
PhoneBurner logo

What Can You Automate With EngageBay CRM + PhoneBurner

Send New EngageBay Leads to PhoneBurner
Automatically send new leads captured in EngageBayMarketing to PhoneBurner as contacts. This allows you to swiftly follow up with interested parties using PhoneBurner, improving your sales engagement.
Update Contacts in PhoneBurner From EngageBay
When a contact's details are updated in EngageBayMarketing, sync these changes to PhoneBurner. Keep your communication list up-to-date and ensure you're calling the right person with the right information.
Trigger Calls for New EngageBay Deals
As soon as a new deal is created in EngageBay, send the contact details to PhoneBurner for immediate follow-up calls. This helps you maintain momentum on potential deals by reaching out swiftly.
Create PhoneBurner Task for EngageBay Tags
When you assign a specific tag to contacts in EngageBay, trigger tasks in PhoneBurner to prioritize or schedule calls, ensuring targeted follow-up efforts for specific campaigns or customer segments.
Inform PhoneBurner of EngageBay Customer Feedback
When a feedback form is submitted by a lead or customer in EngageBayMarketing, automatically create a task in PhoneBurner to follow up. This keeps your communication proactive and customer-centric.
And much more...
Automations

Top 10 Most Popular EngageBay CRM Automations from
Integrately Community

Just click on the workflow you want to automate

EngageBay CRM logo
Twilio logo
Send Twilio sms for new EngageBay CRM contact
Activate
Rezdy logo
EngageBay CRM logo
Create EngageBay CRM contact for new Rezdy order
Activate
Microsoft Excel logo
EngageBay CRM logo
Create EngageBay CRM contact for new Microsoft Excel row
Activate
CompanyHub logo
EngageBay CRM logo
Create EngageBay CRM contact for new CompanyHub record
Activate
SendFox logo
EngageBay CRM logo
Create EngageBay CRM contact for new SendFox contact
EngageBay CRM logo
Twilio logo
Send Twilio sms for new EngageBay CRM contact
Activate
Rezdy logo
EngageBay CRM logo
Create EngageBay CRM contact for new Rezdy order
Activate
Microsoft Excel logo
EngageBay CRM logo
Create EngageBay CRM contact for new Microsoft Excel row
Activate
CompanyHub logo
EngageBay CRM logo
Create EngageBay CRM contact for new CompanyHub record
Activate
SendFox logo
EngageBay CRM logo
Create EngageBay CRM contact for new SendFox contact
GetResponse logo
EngageBay CRM logo
Create EngageBay CRM contact for new GetResponse contact
Mautic logo
EngageBay CRM logo
Create EngageBay CRM contact for new Mautic contact
Mailvio logo
EngageBay CRM logo
Create EngageBay CRM contact for new Mailvio contact
INBOX logo
EngageBay CRM logo
Create EngageBay CRM contact for new INBOX contact
MuxEmail logo
EngageBay CRM logo
Create EngageBay CRM contact for new MuxEmail contact
Activate
GetResponse logo
EngageBay CRM logo
Create EngageBay CRM contact for new GetResponse contact
Mautic logo
EngageBay CRM logo
Create EngageBay CRM contact for new Mautic contact
Mailvio logo
EngageBay CRM logo
Create EngageBay CRM contact for new Mailvio contact
INBOX logo
EngageBay CRM logo
Create EngageBay CRM contact for new INBOX contact
MuxEmail logo
EngageBay CRM logo
Create EngageBay CRM contact for new MuxEmail contact
Activate

Top 10 Most Popular PhoneBurner Automations from
Integrately Community

Most popularmost-popular-automations
01
CallRail logo
PhoneBurner logo
Create PhoneBurner contact for new CallRail contact
02
WhatConverts logo
PhoneBurner logo
Create PhoneBurner contact for new WhatConverts contact
03
Salesforce logo
PhoneBurner logo
Create PhoneBurner contact for new Salesforce record
04
CompanyHub logo
PhoneBurner logo
Create PhoneBurner contact for new CompanyHub record
05
Notion logo
PhoneBurner logo
Create PhoneBurner contact for new Notion database item
cloud
PhoneBurner
app integration
06
Zoho Creator logo
PhoneBurner logo
Create PhoneBurner contact for new Zoho Creator record
07
EasyCSV logo
PhoneBurner logo
Create PhoneBurner contact for new EasyCSV data
08
JustCall logo
PhoneBurner logo
Create PhoneBurner contact for new JustCall contact
09
Visitor Queue logo
PhoneBurner logo
Create PhoneBurner contact for new Visitor Queue contact
10
TidyCal logo
PhoneBurner logo
Create PhoneBurner contact for new TidyCal event
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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You Can Also Connect EngageBay CRM or PhoneBurner With 1400+ Other Apps

EngageBay CRM
EngageBay CRM
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.
PhoneBurner
PhoneBurner
PhoneBurner is a digital sales dialing platform that helps organizations better manage their outbound sales process from lead nurturing to closing a sale with a comprehensive communication history for every contact.