EngageBay CRM + WATI Integration

Integrate EngageBay CRM to WATI in one click, or tell Integrately AI how you want each deal handled. Trigger template messages, update contact attributes, create contacts, and streamline follow-ups automatically.

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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
  • WATI
    Message is received in WATI Instant
  • WATI
    Reply is received to sent message in WATI Instant
  • WATI
    Contact is created in WATI
  • WATI
    Message is read in WATI Instant
  • WATI
    Message is delivered in WATI Instant
Arrow Right
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
  • WATI
    Send template message in WATI
  • WATI
    Send session message in WATI
  • WATI
    Create contact in WATI
  • WATI
    Update contact attributes in WATI

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Ready Workflows Ready Workflows for EngageBay CRM + WATI Integration

Capture leads, send template messages, update contact attributes, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
EngageBay CRM + WATI Integration

Create WATI contact for new EngageBay CRM contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new WATI contact and EngageBay CRM contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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EngageBay CRM + WATI Integration

Send WATI message for new EngageBay CRM contact

Many businesses rely on marketing to bring in new customers and grow their sales. One key element of successful marketing is staying in touch with your prospective customers. However, manually sending out messages to each new contact can be time-consuming and ineffective. Fortunately, there is a better way.

By automatically sending a WATI message for every new EngageBay CRM contact, you can stay connected with your prospects without spending hours crafting individual messages. This simple automation can help you build better relationships with your prospects and close more sales.
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WATI + EngageBay CRM Integration

Create EngageBay CRM contact for new WATI contact

If you're using WATI to manage your sales leads, it's important to also use EngageBay CRM to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in WATI, a corresponding contact will automatically be created in EngageBay CRM.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Connect more apps to your EngageBay CRM + WATI flow

Sync customer data from your favourite tools, trigger instant WhatsApp communications, and keep your entire sales pipeline up to date. Pick a combination and activate it in one click.

EngageBay CRM
WATI
+
ShopifyShopify (4)
+
Facebook Lead AdsFacebook Lead Ads (4)
+
MailchimpMailchimp (4)
+
StripeStripe (4)
+
Google SheetsGoogle Sheets (4)
+
CalendlyCalendly (4)
S
E
W
Create an EngageBay CRM contact from every new Shopify order and send a WATI template message
Every Shopify order creates a contact in EngageBay CRM and triggers a welcome template message in WATI instantly.
S
E
W
When a Shopify customer is updated, update the contact in EngageBay CRM and send a WATI update
Keep your customer details synchronized across Shopify, EngageBay CRM, and WATI without manual effort.
S
E
W
When a Shopify order is fulfilled, update contact attributes in WATI and create a deal in EngageBay CRM
Log fulfilled orders in EngageBay CRM and notify customers through WATI automatically.
S
E
W
Use ChatGPT to summarise Shopify order notes, create an EngageBay CRM contact, and send a WATI message
Extract insights from Shopify order notes using AI before updating EngageBay CRM and notifying via WATI.

Supported triggers and actions for EngageBay CRM and WATI

Mix and match to build the exact automation you need

EngageBay CRM
EngageBay CRM Triggers & Actions
Contact is created in EngageBay CRM
Triggers the automation when a new contact is created
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Contact is updated in EngageBay CRM
Triggers the automation when a contact is updated
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Owner is created in EngageBay CRM
Triggers the automation when a new owner is created
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Deal is created in EngageBay CRM
Triggers the automation when a deal is created
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Deal is updated in EngageBay CRM
Triggers the automation when a deal is updated
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Form is submitted in EngageBay CRM
Triggers the automation when a form is filled
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List is created in EngageBay CRM
Triggers the automation when a new list is created
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Company is created in EngageBay CRM
Triggers the automation when a new company is created
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Company is updated in EngageBay CRM
Triggers the automation when a company is updated
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Create a contact in EngageBay CRM
Adds a new contact to the contact list
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Update contact in EngageBay CRM
Updates contact information with new details
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Search contact by email in EngageBay CRM
Finds and retrieves contact information using their email address
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Add tag to a contact in EngageBay CRM
Adds a tag to a contact
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Remove tag from contact in EngageBay CRM
Untag the contact
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Search contact in EngageBay CRM
Finds and retrieves contact information
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Add contact to a form in EngageBay CRM
Adds a new contact to a form
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Create a company in EngageBay CRM
Creates a new company record
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Search company in EngageBay CRM
Finds information about a company
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WATI
WATI Triggers & Actions
Instant
Message is received in WATI
Triggers the automation when a new message is received
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Instant
Reply is received to sent message in WATI
Triggers the automation when a reply is received to a sent message
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Contact is created in WATI
Triggers the automation when a new contact is created
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Instant
Message is read in WATI
Triggers the automation when a message is read by the recipient
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Instant
Message is delivered in WATI
Triggers the automation when a message is delivered
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Send template message in WATI
Sends a reply
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Send session message in WATI
Sends a session message
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Create contact in WATI
Adds a new contact to the database
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Update contact attributes in WATI
Updates contact information with new details
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What can you automate with EngageBay CRM + WATI?āĻ•āĻžāϰ⧀āϰ

Streamline your customer operations by connecting contact management and WhatsApp communication seamlessly.

What you can automate?
⚡
Automate contact creation and WhatsApp messaging
Trigger template messages in WATI automatically whenever a new contact or deal is created in EngageBay CRM, eliminating manual outreach delays.
📋
Capture every submitted form field
Map all available form responses and custom attributes from EngageBay CRM into WATI contact profiles for precise audience segmentation.
🔔
Notify your team instantly on WhatsApp
Send instant session messages and updates to internal team members in WATI whenever critical deals are updated in EngageBay CRM.
🔀
Route communications based on submitted criteria
Trigger different WATI template messages depending on specific tags, deal stages, or form fields submitted in EngageBay CRM.
🔄
Keep contact attributes synchronised continuously
Ensure customer profile updates in EngageBay CRM automatically refresh matching contact attributes in WATI without manual copying.
đŸ‘Ĩ
Prevent duplicate records across platforms
Search existing database entries before creating new contacts, ensuring clean synchronisation between EngageBay CRM and WATI.
📊
Handle stage changes and deal updates
Trigger automated WhatsApp messages and attribute updates whenever deals or company records move through your EngageBay CRM pipeline.
🔗
Extend workflows to popular business apps
Connect EngageBay CRM and WATI with Google Sheets, Shopify, Stripe, or Calendly to build comprehensive multi-step operational pipelines.
And much more...

Who is EngageBay CRM + WATI integration for?

Connect EngageBay CRM to WATI to eliminate manual data entry, streamline customer communication across WhatsApp, and accelerate deal closures for growing teams.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Account managers
Account managers
Customer support leads
Customer support leads
Sales executives
Sales executives
Operations directors
Operations directors
📈
Performance marketers
You're running multi-channel campaigns but your reporting dashboards only update when someone manually exports leads, so the conversion counts you're optimising against are always outdated — automating both apps means every new lead triggers instant messaging and your metrics stay current.
Sales development reps
You need to reach out to inbound prospects immediately, but contact details sit unread in your CRM until someone checks them hours later — with this integration, every new contact in EngageBay CRM triggers an instant template message in WATI so you never miss a warm window.
Account managers
You report on client onboarding stages to stakeholders, but manual status updates always lag behind actual deal progress — connecting these apps means every deal stage change updates your messaging attributes instantly and keeps stakeholders informed.
Customer support leads
You handle high volumes of customer enquiries and customer records fall out of sync between your sales software and messaging platform — automating both apps means every interaction updates your database without manual intervention.
Sales executives
You own the closing stage and depend on marketing teams to manually hand over qualified leads from forms and ad campaigns — automating both apps means every form submission flows straight into your CRM pipeline for immediate follow-up.
Operations directors
You need a reliable history of all customer touchpoints across sales and messaging, but manual logging leaves constant gaps in your records — this integration means every contact creation and message delivery is logged accurately without administrative overhead.
Our team

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Why choose Integrately to automate EngageBay CRM + WATI

Build and manage your EngageBay CRM + WATI automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect EngageBay CRM + WATI with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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?

How Integrately Works?

1
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2
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3
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Frequently Asked Questions

How do I connect EngageBay CRM to WATI?
Frequently Asked Questions
You can connect EngageBay CRM to WATI using 1-click automations on Integrately or by describing your workflow to Integrately AI. With 1,500+ apps connected, setting up multi-step workflows takes just minutes.
Can I automatically send WhatsApp messages when a new deal is created in EngageBay CRM?
Frequently Asked Questions
Can I connect EngageBay CRM, WATI, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for EngageBay CRM and WATI?
Frequently Asked Questions
How does EngageBay CRM handle contact updates with WATI?
Frequently Asked Questions
Can WATI trigger actions in EngageBay CRM?
Frequently Asked Questions
Do I need coding skills to automate EngageBay CRM and WATI?
Frequently Asked Questions
Is the EngageBay CRM and WATI integration free?
Frequently Asked Questions
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You Can Also Connect EngageBay CRM or WATI With 1500+ Other Apps

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