EngageBay CRM + SubsHero Integration

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Popular EngageBay CRM + SubsHero Workflows

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SubsHero + EngageBay CRM Integration

Create EngageBay CRM contact for new SubsHero subscription

If you're using SubsHero to process payments on your website, you'll want to keep in mind that when a customer's subscription is created, a corresponding contact should also be created in EngageBay CRM.

This will ensure that all future correspondence with the customer is tracked and attributed to that contact, making it easy to keep track of communications and transactions. In addition, automating this process will help ensure accuracy and efficiency.
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EngageBay CRM + SubsHero Integration
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
  • SubsHero
    Subscription is created in SubsHero Instant
  • SubsHero
    Subscription is canceled in SubsHero Instant
  • SubsHero
    Subscription is updated in SubsHero Instant
  • SubsHero
    Subscription is deleted in SubsHero Instant
  • SubsHero
    Subscription is refunded in SubsHero Instant
2.
  • EngageBay CRM
    Create a contact in EngageBay CRM
  • EngageBay CRM
    Update contact in EngageBay CRM
  • EngageBay CRM
    Search contact by email in EngageBay CRM
  • EngageBay CRM
    Add tag to a contact in EngageBay CRM
  • EngageBay CRM
    Remove tag from contact in EngageBay CRM
  • EngageBay CRM
    Search contact in EngageBay CRM
  • EngageBay CRM
    Add contact to a form in EngageBay CRM
  • EngageBay CRM
    Create a company in EngageBay CRM
  • EngageBay CRM
    Search company in EngageBay CRM
  • SubsHero
    Create subscription in SubsHero
  • SubsHero
    Update subscription in SubsHero
  • SubsHero
    Delete subscription in SubsHero
  • SubsHero
    Cancel subscription in SubsHero
  • SubsHero
    Search subscription in SubsHero
  • SubsHero
    Refund subscription in SubsHero
  • SubsHero
    Apply new add-on to existing subscripton in SubsHero
  • SubsHero
    Search product in SubsHero
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