EngageBay CRM + Runrun.it Integration
Integrate EngageBay CRM to Runrun.it in one click, or tell Integrately AI how you want each deal handled. Create tasks, assign projects, update statuses, and track deadlines automatically.
Free forever.Use premium features free for 14 days.1.
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
Task is created in Runrun.it- Project is created in Runrun.it
- Client is created in Runrun.it
2.
- 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 task in Runrun.it
- Create project in Runrun.it
- Add client in Runrun.it
- Create post for enterpirse in Runrun.it
- Create post for team in Runrun.it
Trusted by experts at...
Ready Workflows for EngageBay CRM + Runrun.it Integration
Capture new deals, create tasks, update project statuses, and track performance deadlines, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your EngageBay CRM + Runrun.it flow
Notify your team, log project files, and track customer payments after your core workflow finishes. Pick a combination and activate it in one click.
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Gmail (3)
Gmail (3) +
Slack (3)
Slack (3) +
Trello (3)
Trello (3) +
Google Drive (3)
Google Drive (3) +
Stripe (3)
Stripe (3) +
QuickBooks Online (3)
QuickBooks Online (3) E
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Create a Runrun.it task for every new EngageBay CRM deal, and send an email confirmation in Gmail.
New EngageBay CRM deals automatically trigger a Runrun.it task and dispatch a confirmation email via Gmail without manual copying.
E
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Submit an EngageBay CRM form, create a Runrun.it project, and email the client in Gmail.
EngageBay CRM form submissions trigger a Runrun.it project and an automated Gmail message.
E
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When a Runrun.it task is created, update the EngageBay CRM contact and send an update via Gmail.
Runrun.it task creation updates your EngageBay CRM contact and notifies stakeholders via Gmail.
Supported triggers and actions for EngageBay CRM and Runrun.it
Mix and match to build the exact automation you need
EngageBay CRM Triggers & Actions
Runrun.it Triggers & Actions
What can you automate with EngageBay CRM + Runrun.it?
Streamline your sales-to-execution pipeline with automated tasks, real-time updates, and seamless cross-platform syncing.
⚡
Create Runrun.it tasks from new EngageBay CRM deals
Automatically open a task in Runrun.it whenever a new deal is created in EngageBay CRM. Eliminate manual copying and ensure delivery teams start work immediately.
📋
Capture every submitted form field
Map all submitted details from EngageBay CRM forms into your Runrun.it task descriptions. Your team receives complete context for every inbound request.
🔔
Notify your operations team instantly
Send alerts whenever a new project or task is created from a CRM deal. Keep stakeholders informed without switching between platforms.
🔀
Route tasks based on deal criteria
Create different Runrun.it projects depending on the deal value or category submitted in EngageBay CRM. Direct work to the correct specialized team.
🔄
Keep task statuses synchronized
Update EngageBay CRM contacts or deals whenever corresponding tasks or projects change status in Runrun.it. Maintain complete visibility across systems.
🔍
Search and update existing records
Check for existing contacts or projects before creating new entries. Prevent duplicate records and keep your database clean.
⏱️
Track deadlines upon project completion
Log completion timestamps and final updates across both platforms when project milestones are reached. Ensure accurate performance reporting.
💬
Extend your workflow to Slack
Connect EngageBay CRM and Runrun.it to Slack so your team receives instant chat notifications when new tasks are generated.
And much more...
Who is EngageBay CRM + Runrun.it integration for?
Connecting EngageBay CRM and Runrun.it helps sales and operations teams streamline deal handoffs, track task execution, and eliminate manual data entry.
Sales Managers
Operations Leads
Account Executives
Project Managers
Client Success Specialists
Operations Analysts
📈
Sales Managers
You review deal conversion reports every week, but your task completion numbers are always out of sync because reps update them manually — automating both apps means every new deal creates a Runrun.it task instantly and your performance data stays current.
⚡
Operations Leads
You need to assign resources the moment a deal closes, but you find out about new client wins hours later when someone remembers to notify you — connecting these apps means every EngageBay CRM deal triggers a Runrun.it task the second it lands.
🤝
Account Executives
You answer to clients who want immediate proof that their requests are being handled, but manual handoffs between sales and delivery cause frustrating delays — with this integration, task execution begins instantly and project tracking stays transparent.
📊
Project Managers
The volume of inbound client submissions is too high for your team to copy into task boards by hand without making mistakes — automating both apps means every form submission populates Runrun.it without manual data entry.
🎯
Client Success Specialists
You own the onboarding stage and depend on sales to hand over deal details before you can open tasks, but information gets missed in transit — this integration means every deal update flows straight into your workflow.
🗂️
Operations Analysts
You need a reliable history of deal execution timelines, but manual logging leaves constant gaps in your tracking records — integrating these apps means every task and contact record matches perfectly.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate EngageBay CRM + Runrun.it
Build and manage your EngageBay CRM + Runrun.it automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect EngageBay CRM + Runrun.it with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect EngageBay CRM + Runrun.it Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
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Frequently Asked Questions
How do I connect EngageBay CRM to Runrun.it?
You can connect EngageBay CRM and Runrun.it in 1 click using ready workflows or by using Integrately AI to set up custom multi-step flows with apps like Gmail and Slack.
Can I automatically create Runrun.it tasks from new EngageBay CRM deals?
Can I connect EngageBay CRM, Runrun.it, and Slack?
What is a good Zapier alternative for EngageBay CRM and Runrun.it?
How does EngageBay CRM handle contact and deal updates in this integration?
How does Runrun.it handle task creation and performance tracking?
Do I need coding skills to automate EngageBay CRM and Runrun.it?
Is the EngageBay CRM and Runrun.it integration free?
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