EngageBay CRM + Track-POD Integration

Connect EngageBay CRM to Track-POD - 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. Track-POD automations help you streamline order processing, manage inventory levels, and improve customer communication. Combine the benefits of both with Integrately’s EngageBay CRM + Track-POD integration.
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Track-POD + EngageBay CRM Integration

Create EngageBay CRM contact for new Track-POD order

When a new Track-POD 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 Track-POD order, you can maximize your chances of success with each customer.
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EngageBay CRM + Track-POD 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
  • Track-POD
    Route is started in Track-POD Instant
  • Track-POD
    Order is created in Track-POD Instant
  • Track-POD
    Order is updated in Track-POD Instant
  • Track-POD
    Order is deleted in Track-POD Instant
  • Track-POD
    Order status is updated in Track-POD Instant
  • Track-POD
    Route is created in Track-POD Instant
  • Track-POD
    Route is updated in Track-POD Instant
  • Track-POD
    Route is deleted in Track-POD Instant
  • Track-POD
    Route is closed in Track-POD 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
  • Track-POD
    Create order in Track-POD
  • Track-POD
    Update order by number in Track-POD
  • Track-POD
    Delete order by number in Track-POD
  • Track-POD
    Search order by order number in Track-POD
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