EngageBay CRM + Service Provider Pro Integration

Connect EngageBay CRM to Service Provider Pro - 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. Service Provider Pro automations help you streamline order processing, manage inventory levels, and improve customer communication. And automate all the repetitive tasks between EngageBay CRM & Service Provider Pro using Integrately.
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Ready Workflows For EngageBay CRM + Service Provider Pro Integration

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Service Provider Pro + EngageBay CRM Integration

Create EngageBay CRM contact for new Service Provider Pro order

When a new Service Provider Pro order is placed, it's important to create a EngageBay CRM contact for the customer. This helps to integraiton the customer into your marketing ecosystem and allows you to track their engagement with your brand.

There are a few key pieces of information that you'll need in order to create a new marketing contact: name, email address, and order information. With this information, you can create a new EngageBay CRM contact and start sending them targeted communications.

In addition, you can also use this opportunity to upsell or cross-sell other products. By creating a new EngageBay CRM contact for every Service Provider Pro order, you can maximize your chances of success with each customer.
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Create Your Own EngageBay CRM & Service Provider Pro Integration Without Any Code

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EngageBay CRM + Service Provider Pro Integration
1.
  • EngageBay CRM
    Contact is created in EngageBay CRM

    Triggers the automation when a new contact is created

  • EngageBay CRM
    Contact is updated in EngageBay CRM

    Triggers the automation when a contact is updated

  • EngageBay CRM
    Owner is created in EngageBay CRM

    Triggers the automation when a new owner is created

  • EngageBay CRM
    Deal is created in EngageBay CRM

    Triggers the automation when a deal is created

  • EngageBay CRM
    Deal is updated in EngageBay CRM

    Triggers the automation when a deal is updated

  • EngageBay CRM
    Form is submitted in EngageBay CRM

    Triggers the automation when a form is filled

  • EngageBay CRM
    List is created in EngageBay CRM

    Triggers the automation when a new list is created

  • EngageBay CRM
    Company is created in EngageBay CRM

    Triggers the automation when a new company is created

  • EngageBay CRM
    Company is updated in EngageBay CRM

    Triggers the automation when a company is updated

  • Service Provider Pro
    Order is created in Service Provider Pro

    Triggers the automation when a new order is created

    Instant
  • Service Provider Pro
    Order status is changed in Service Provider Pro

    Triggers the automation when the order status changes

    Instant
  • Service Provider Pro
    Tag is added to order in Service Provider Pro

    Triggers the automation when a tag is added

    Instant
  • Service Provider Pro
    Invoice is paid in Service Provider Pro

    Triggers the automation when an invoice is marked as paid

    Instant
  • Service Provider Pro
    Invoice is refunded in Service Provider Pro

    Triggers the automation when an invoice is refunded

    Instant
  • Service Provider Pro
    Account is created in Service Provider Pro

    Triggers the automation when a new account is created

    Instant
  • Service Provider Pro
    Form is submitted in Service Provider Pro

    Triggers the automation when a form is filled

    Instant
  • Service Provider Pro
    Subscription is cancelled in Service Provider Pro

    Triggers the automation when a subscription is cancelled

    Instant
  • Service Provider Pro
    Subscription is paid in Service Provider Pro

    Triggers the automation when a subscription fee is successfully paid

    Instant
  • Service Provider Pro
    Subscription is failed in Service Provider Pro

    Triggers the automation when a subscription payment has failed

    Instant
  • Service Provider Pro
    Message is posted in Service Provider Pro

    Triggers the automation when a message is posted

    Instant
  • Service Provider Pro
    Ticket is created in Service Provider Pro

    Triggers the automation when a new ticket is created

    Instant
2.
  • EngageBay CRM
    Create a contact in EngageBay CRM

    Adds a new contact to the contact list

  • EngageBay CRM
    Update contact in EngageBay CRM

    Updates contact information with new details

  • EngageBay CRM
    Search contact by email in EngageBay CRM

    Finds and retrieves contact information using their email address

  • EngageBay CRM
    Add tag to a contact in EngageBay CRM

    Adds a tag to a contact

  • EngageBay CRM
    Remove tag from contact in EngageBay CRM

    Untag the contact

  • EngageBay CRM
    Search contact in EngageBay CRM

    Finds and retrieves contact information

  • EngageBay CRM
    Add contact to a form in EngageBay CRM

    Adds a new contact to a form

  • EngageBay CRM
    Create a company in EngageBay CRM

    Creates a new company record

  • EngageBay CRM
    Search company in EngageBay CRM

    Finds information about a company

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Integrate EngageBay CRM & Service Provider Pro In 1 Click
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