EngageBay CRM + Projectplace Integration

Connect EngageBay CRM to Projectplace - Automate your workflows in 1-click

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Ready workflows for EngageBay CRM + Projectplace Integration

Just click on the workflow you want to automate

Create Projectplace card for new EngageBay CRM contact

EngageBay CRM + Projectplace Integration

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Create Your Own EngageBay CRM & Projectplace Integration Without Any Code

Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between EngageBay CRM & Projectplace

Create Automation

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Contact is created in EngageBay CRM
Contact is updated in EngageBay CRM
Owner is created in EngageBay CRM
Deal is created in EngageBay CRM
Deal is updated in EngageBay CRM
Form is submitted in EngageBay CRM
List is created in EngageBay CRM
Company is created in EngageBay CRM
Company is updated in EngageBay CRM
Card is created in Projectplace
Card is moved to done/last column in Projectplace

Create a contact in EngageBay CRM
Update contact in EngageBay CRM
Search contact by email in EngageBay CRM
Add tag to a contact in EngageBay CRM
Remove tag from contact in EngageBay CRM
Search contact in EngageBay CRM
Add contact to a form in EngageBay CRM
Create a company in EngageBay CRM
Search company in EngageBay CRM
Create card in Projectplace
Create a card on an existing activity in Projectplace
Search card by name in Projectplace
Add reported time to a card in Projectplace
Create board in Projectplace
Create project in Projectplace

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Zapier

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750 Tasks

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2,000 Tasks

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Integrate EngageBay CRM & Projectplace In 1 Click
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Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate EngageBay CRM & Projectplace with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

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You Can Also Connect EngageBay CRM or Projectplace With 1100+ 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

Projectplace is a smart cloud-based project management solution. With features like task boards, time tracking, document sharing, video conferencing and screen sharing Projectplace is the perfect addition to any team's workflow.

See Projectplace Integrations