EngageBay CRM + WHMCS Integration

Connect EngageBay CRM to WHMCS in 1 click

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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
  • WHMCS
    Invoice is paid in WHMCS
  • WHMCS
    Order is created in WHMCS
  • WHMCS
    Invoice is created in WHMCS
  • WHMCS
    Client is created in WHMCS
  • WHMCS
    Ticket is created in WHMCS
  • WHMCS
    Todo item is created in WHMCS
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2.

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Ready Workflows Ready Workflows   for EngageBay CRM + WHMCS Integration

Just click on the workflow you want to automate

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

Create EngageBay CRM contact for new WHMCS contact

If you're using WHMCS 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 WHMCS, 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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EngageBay CRM + WHMCS Integration

Create WHMCS ticket for new EngageBay CRM contact

If you're using EngageBay CRM to send your marketing emails, you can also use it to create and manage ticket for WHMCS. contact created in EngageBay CRM will automatically be created as ticket in WHMCS, so you can easily keep track of all WHMCS requests in one place.

This automation will help you stay organized and provide top-notch customer service. It's a great system that helps you take care of your customers so you can focus on growing your business.
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WHMCS + EngageBay CRM Integration

Create EngageBay CRM contact for new WHMCS ticket

Any business knows that customer support is a vital part of any business. Not only do you need to be able to solve problems quickly and efficiently, but you also need to create a good impression with each interaction.

One way to do this is to set up this WHMCS - EngageBay CRM integration. It will automatically create a EngageBay CRM contact for new WHMCS tickets created. This way, you can ensure that each customer who contacts you will receive a prompt and professional response.

Additionally, it can help to build relationships with your customers and create loyalty. So if you're looking for ways to improve your customer service, setting up EngageBay CRM contacts for every WHMCS ticket is a great place to start.
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EngageBay CRM + WHMCS Integration

Create WHMCS 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 WHMCS 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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Who Is This Integration For?

SaaS Companies
SaaS Companies
Digital Marketing Agencies
Digital Marketing Agencies
Web Hosting Providers
Web Hosting Providers
E-commerce Businesses
E-commerce Businesses
Subscription Service Providers
Subscription Service Providers
SaaS Companies
SaaS companies using WHMCS for billing and subscription management often struggle with keeping their marketing efforts in sync when customer data changes or new subscriptions are created. They need a streamlined way to connect their billing system with their marketing platform to synchronize data and automate communications.
Digital Marketing Agencies
Digital marketing agencies dealing with clients using WHMCS need to rapidly update marketing lists and campaigns whenever their clients' customers make purchases or modify subscriptions. Without automation, updating these details manually can be time-consuming and error-prone.
Web Hosting Providers
Web hosting providers who use WHMCS to manage client accounts often face delays in their marketing communications because customer data does not automatically update in their CRM or marketing platforms, leading to missed opportunities and obsolete information.
E-commerce Businesses
E-commerce businesses managing product sales and customer accounts through WHMCS need a robust method to ensure that their marketing efforts capture every new order or customer update, allowing them to promote upsells or new offerings strategically.
Subscription Service Providers
Subscription service providers using WHMCS often need to keep their marketing lists fresh and responsive to changes like subscription upgrades or downgrades, which can impact customer segmentations and targeted marketing campaigns.
EngageBay CRM logo
WHMCS logo

What Can You Automate With EngageBay CRM + WHMCS

Sync New WHMCS Customers with EngageBay Lists
Automatically add every new customer from WHMCS to your EngageBayMarketing contact list. This ensures your marketing campaigns reach fresh leads promptly, saving you manual effort and reducing the chance of data entry errors.
Add WHMCS Contact Updates to EngageBay
Whenever an existing customer modifies their contact details in WHMCS, your EngageBayMarketing contacts automatically update. Stay current with customer information and prevent communication mishaps with outdated data.
Trigger Email Campaigns for WHMCS Invoice Generation
When a new invoice is generated in WHMCS, kick off automated email campaigns via EngageBayMarketing to remind customers about due dates, special offers, or related product information. This boosts customer engagement directly from invoicing actions.
Enroll WHMCS Clients in EngageBay Drip Campaigns
Every time a new client purchases a service in WHMCS, automatically enroll them in an introductory drip campaign in EngageBayMarketing. This nurturing strategy helps to onboard new customers effectively while reducing manual campaign starts.
Automate Survey Emails After Support Tickets Close
Automatically send a satisfaction survey email through EngageBayMarketing whenever a support ticket in WHMCS is closed. This enables you to gather feedback effortlessly and improve customer satisfaction metrics.
And much more...
Automations

Top 10 Most Popular EngageBay CRM Automations from
Integrately Community

Just click on the workflow you want to automate

EngageBay CRM logo
Twilio logo
Send Twilio sms for new EngageBay CRM contact
Activate
Rezdy logo
EngageBay CRM logo
Create EngageBay CRM contact for new Rezdy order
Activate
Microsoft Excel logo
EngageBay CRM logo
Create EngageBay CRM contact for new Microsoft Excel row
Activate
CompanyHub logo
EngageBay CRM logo
Create EngageBay CRM contact for new CompanyHub record
Activate
SendFox logo
EngageBay CRM logo
Create EngageBay CRM contact for new SendFox contact
EngageBay CRM logo
Twilio logo
Send Twilio sms for new EngageBay CRM contact
Activate
Rezdy logo
EngageBay CRM logo
Create EngageBay CRM contact for new Rezdy order
Activate
Microsoft Excel logo
EngageBay CRM logo
Create EngageBay CRM contact for new Microsoft Excel row
Activate
CompanyHub logo
EngageBay CRM logo
Create EngageBay CRM contact for new CompanyHub record
Activate
SendFox logo
EngageBay CRM logo
Create EngageBay CRM contact for new SendFox contact
GetResponse logo
EngageBay CRM logo
Create EngageBay CRM contact for new GetResponse contact
Mautic logo
EngageBay CRM logo
Create EngageBay CRM contact for new Mautic contact
Mailvio logo
EngageBay CRM logo
Create EngageBay CRM contact for new Mailvio contact
INBOX logo
EngageBay CRM logo
Create EngageBay CRM contact for new INBOX contact
MuxEmail logo
EngageBay CRM logo
Create EngageBay CRM contact for new MuxEmail contact
Activate
GetResponse logo
EngageBay CRM logo
Create EngageBay CRM contact for new GetResponse contact
Mautic logo
EngageBay CRM logo
Create EngageBay CRM contact for new Mautic contact
Mailvio logo
EngageBay CRM logo
Create EngageBay CRM contact for new Mailvio contact
INBOX logo
EngageBay CRM logo
Create EngageBay CRM contact for new INBOX contact
MuxEmail logo
EngageBay CRM logo
Create EngageBay CRM contact for new MuxEmail contact
Activate

Top 10 Most Popular WHMCS Automations from
Integrately Community

Most popularmost-popular-automations
01
WooCommerce logo
WHMCS logo
Create WHMCS contact from new WooCommerce customer
02
WHMCS logo
PerfexCRM logo
Create PerfexCRM contact for new WHMCS contact
03
Chatbot logo
WHMCS logo
Create WHMCS contact for new Chatbot response
04
WHMCS logo
WhatsApp logo
Send WhatsApp message for new WHMCS ticket
05
tawk.to logo
WHMCS logo
Create WHMCS ticket for new tawk.to chat
cloud
WHMCS
app integration
06
WHMCS logo
WhatsApp logo
Send WhatsApp message for new WHMCS todo item
07
WHMCS logo
Twilio logo
Send Twilio sms for new WHMCS contact
08
WHMCS logo
Telegram logo
Send Telegram message for new WHMCS todo item
09
WHMCS logo
WordPress logo
Create WordPress user for new WHMCS contact
10
Instamojo logo
WHMCS logo
Create WHMCS contact from new Instamojo payment
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1
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2
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You Can Also Connect EngageBay CRM or WHMCS With 1400+ Other Apps

EngageBay CRM
EngageBay CRM
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.
WHMCS
WHMCS
WHMCS is a powerful billing & support platform for online businesses. It allows you to create products, manage clients, automate recurring billing and handle complex support cases with ease.