EngageBay CRM + Zengine Integration

Integrate EngageBay CRM to Zengine in one click, or tell Integrately AI how you want each contact handled. Create records, update contact details, log updates, and trigger team alerts automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Zengine
    Record is created in Zengine Instant
  • Zengine
    Record is updated in Zengine Instant
  • Zengine
    Task is created in Zengine Instant
  • Zengine
    Event is created in Zengine 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
  • Zengine
    Create record in Zengine
  • Zengine
    Delete record in Zengine
  • Zengine
    Update record in Zengine
  • Zengine
    Upload file to field in Zengine

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Ready Workflows Ready Workflows for EngageBay CRM + Zengine Integration

Capture new contacts, create custom program records, keep data synced, and notify your team, all in just one click.

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

Create Zengine record 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 Zengine record 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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Zengine + EngageBay CRM Integration

Create EngageBay CRM contact for new Zengine record

If you're using Zengine 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 record is created in Zengine, 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 + Zengine flow

Capture submissions, send follow-up emails, update records, and keep your entire team informed across your stack. Pick a combination and activate it in one click.

EngageBay CRM
Zengine
+
Google FormsGoogle Forms (4)
+
MailchimpMailchimp (3)
+
GmailGmail (3)
+
StripeStripe (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
G
E
Z
Add every Google Forms submission to EngageBay CRM, and create a matching record in Zengine.
New form submissions instantly create contacts in EngageBay CRM and records in Zengine without manual copy-pasting.
G
E
Z
When a Google Forms submission updates, update the contact in EngageBay CRM and the record in Zengine.
Form updates flow straight into EngageBay CRM and Zengine so your records never fall out of date.
G
E
Z
Use ChatGPT to summarise Google Forms submissions, create an EngageBay CRM contact, and add a Zengine record.
AI summarises form feedback before it populates your EngageBay CRM contact profile and Zengine record.
G
E
Z
If a Google Forms response indicates priority, add an EngageBay CRM tag, create a Zengine record, and notify Slack.
Priority submissions trigger immediate EngageBay CRM tags, Zengine records, and team alerts in Slack.

Supported triggers and actions for EngageBay CRM and Zengine

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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Zengine
Zengine Triggers & Actions
Instant
Record is created in Zengine
Triggers the automation when a new record is created
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Instant
Record is updated in Zengine
Triggers the automation when a record is modified
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Instant
Task is created in Zengine
Triggers the automation when a new task is created
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Instant
Event is created in Zengine
Triggers the automation when a new event is created
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Create record in Zengine
Creates a new record
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Delete record in Zengine
Deletes a record
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Update record in Zengine
Updates a record with new information
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Upload file to field in Zengine
Uploads a file to a designated field
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What can you automate with EngageBay CRM + Zengine?

Streamline your marketing, sales, and program management by connecting EngageBay CRM and Zengine workflows.

What you can automate?
🔄
Sync contacts instantly between EngageBay CRM and Zengine
Turn every new contact created in EngageBay CRM into a complete record in Zengine automatically. Eliminate manual exports and keep your marketing and program data perfectly aligned.
📋
Capture every submitted form field across platforms
Map all submitted form answers and custom fields from EngageBay CRM into your Zengine records instead of just basic contact details. Your database becomes a comprehensive source for review.
🔔
Alert your team the moment a new record arrives
Notify relevant staff members instantly when a contact is created in EngageBay CRM or a Zengine task is assigned, ensuring prompt follow-up on every new submission.
🔀
Route records based on submitted field criteria
Apply conditional rules so that high-value contacts or specific tiers in EngageBay CRM trigger customized record creation paths in Zengine.
✏️
Keep downstream records updated automatically
Whenever contact details or deal stages change in EngageBay CRM, update the corresponding Zengine record in real time without lifting a finger.
🔍
Prevent duplicate records with smart search operations
Search existing database entries by email before creating new records, ensuring your Zengine workspace stays clean and free of duplicate profiles.
💼
Manage deal updates and project stage changes
Automatically update Zengine records whenever a deal is created or updated in EngageBay CRM, keeping program status in sync with sales pipelines.
💬
Extend your workflow with team messaging apps
Connect your EngageBay CRM and Zengine flow to Slack or Gmail to send automated notifications and confirmation messages as records move through stages.
And much more...

Who is EngageBay CRM + Zengine integration for?

Connecting EngageBay CRM to Zengine helps small business and non-profit teams streamline outreach, eliminate manual data entry, and keep program records current.

Performance directors
Performance directors
Outreach coordinators
Outreach coordinators
Grant program managers
Grant program managers
Small business owners
Small business owners
Account managers
Account managers
Operations leads
Operations leads
📈
Performance directors
You review marketing and program metrics every week but your database only updates when someone manually exports contacts, so the counts you're reporting against are always outdated — this integration means every new contact lands in your database instantly and your data stays current.
Outreach coordinators
You need to follow up with leads immediately but sales data gets trapped in EngageBay CRM before reaching Zengine, so your team finds out about new inquiries hours too late — automating both apps means every submission triggers immediate record creation and your team can act fast.
📊
Grant program managers
You answer to external boards and funding partners who want to see real-time participant progress, but manual data transfers lead to tracking gaps — connecting these apps means every program activity is logged automatically and audit-ready records are always maintained.
🚀
Small business owners
Your inbound contact volume is too high for anyone to keep up with manual record creation across marketing and operations tools, leading to dropped leads — this integration means all contact information flows seamlessly between platforms without manual effort.
🤝
Account managers
You own the client onboarding phase but depend on sales teams to hand over new contacts manually, resulting in delayed onboarding — automating both apps means every closed deal creates a Zengine record instantly and your workflow starts without delay.
📁
Operations leads
You need a reliable audit history for every client interaction but keep finding gaps where records were missed during manual data entry — this integration means every contact creation and deal update is logged reliably with zero missed entries.
Our team

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Why choose Integrately to automate EngageBay CRM + Zengine

Build and manage your EngageBay CRM + Zengine 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 + Zengine 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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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect EngageBay CRM to Zengine?
Frequently Asked Questions
You can connect EngageBay CRM to Zengine in 1-click using ready automation templates or ask Integrately AI to build your custom workflow. You can also integrate apps like Google Forms, Slack, and Google Sheets to extend your setup.
Can I automatically create a Zengine record when a contact is created in EngageBay CRM?
Frequently Asked Questions
Can I connect EngageBay CRM, Zengine, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for EngageBay CRM and Zengine?
Frequently Asked Questions
How does EngageBay CRM data handle contact creation in Zengine?
Frequently Asked Questions
Can Zengine updates trigger EngageBay CRM contact changes?
Frequently Asked Questions
Do I need coding skills to automate EngageBay CRM and Zengine?
Frequently Asked Questions
Is the EngageBay CRM and Zengine integration free?
Frequently Asked Questions
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You Can Also Connect EngageBay CRM or Zengine With 1500+ Other Apps

EngageBay CRM
Popular EngageBay CRM Integrations
Connect EngageBay CRM to marketing, email, and sales tools to capture and nurture leads effectively.
Zengine
Popular Zengine Integrations
Sync Zengine with reporting, spreadsheet, and project management tools to keep program data flowing across your stack.
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Zengine Integrations arrow right
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