EngageBay CRM + ServeManager Integration

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

Make use of EngageBay CRM and ServeManager automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. And automate all the repetitive tasks between EngageBay CRM & ServeManager using Integrately.

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Ready Workflows For EngageBay CRM + ServeManager Integration

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Create ServeManager company for new EngageBay CRM contact

EngageBay CRM + ServeManager Integration

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EngageBay CRM + ServeManager Integration

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
Job is created in ServeManager
Triggers the automation whenever a new job is created
Attempt is logged in ServeManager
Triggers the automation whenever an effort to serve legal documents is initiated
Affidavit is created in ServeManager
Triggers the automation whenever a new affidavit is created
Company is created in ServeManager
Triggers the automation whenever a new company is created
Invoice is issued in ServeManager
Triggers the automation whenever a new invoice is issued

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 job in ServeManager
Automatically generates new job
Create court case in ServeManager
Automatically generates a new court case record with relevant information
Search court case in ServeManager
Automatically retrieves information on a court case
Search job in ServeManager
Automatically searches for a job
Create company in ServeManager
Automatically generates a new company profile with given details
Search company in ServeManager
Automatically find information about a company
Create note in ServeManager
Automatically creates a new note in the particular format

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Integrate EngageBay CRM & ServeManager In 1 Click
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You Can Also Connect EngageBay CRM or ServeManager 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

ServeManager streamlines the process of serving legal documents and tracking their delivery. It provides a fully-integrated suite of tools for managing all aspects of the service of process. It's simple, easy to use and makes your job easier.

See ServeManager Integrations