EngageBay CRM + Zoho Subscriptions Integration

Integrate EngageBay CRM to Zoho Subscriptions in one click, or tell Integrately AI how you want each contact handled. Capture lead details, create customer profiles, record payments, and sync subscription updates automatically.

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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
  • Zoho Subscriptions
    Payment is received successfully in Zoho Subscriptions Instant
  • Zoho Subscriptions
    Payment failed in Zoho Subscriptions Instant
  • Zoho Subscriptions
    Invoice is created in Zoho Subscriptions Instant
  • Zoho Subscriptions
    Invoice is updated in Zoho Subscriptions Instant
  • Zoho Subscriptions
    Subscription is created in Zoho Subscriptions Instant
  • Zoho Subscriptions
    Subscription is paused in Zoho Subscriptions Instant
  • Zoho Subscriptions
    Subscription is upgraded in Zoho Subscriptions Instant
  • Zoho Subscriptions
    Subscription is resumed in Zoho Subscriptions Instant
  • Zoho Subscriptions
    Subscription is cancelled in Zoho Subscriptions Instant
  • Zoho Subscriptions
    Subscription is downgraded in Zoho Subscriptions Instant
  • Zoho Subscriptions
    Subscription is renewed in Zoho Subscriptions Instant
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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
  • Zoho Subscriptions
    Create customer in Zoho Subscriptions
  • Zoho Subscriptions
    Search customer in Zoho Subscriptions
  • Zoho Subscriptions
    Update customer in Zoho Subscriptions
  • Zoho Subscriptions
    Record payment for invoice in Zoho Subscriptions
  • Zoho Subscriptions
    Search invoice in Zoho Subscriptions
  • Zoho Subscriptions
    Create subscription in Zoho Subscriptions

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Ready Workflows Ready Workflows for EngageBay CRM + Zoho Subscriptions Integration

Create customers for new contacts, sync successful payments, record failed transactions, update invoices, and track subscription changes, all in just one click.

Most popular automationsmost-popular-automations
Zoho Subscriptions + EngageBay CRM Integration

Create EngageBay CRM contact for new Zoho Subscriptions order

If you're using Zoho Subscriptions to process payments on your website, you'll want to keep in mind that when a customer's order 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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Connect more apps to your EngageBay CRM + Zoho Subscriptions flow

Extend your billing and CRM setup by syncing payment processors, email tools, team chat channels, spreadsheets, and support desks. Pick a combination and activate it in one click.

EngageBay CRM
Zoho Subscriptions
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
HubSpotHubSpot (4)
+
ZendeskZendesk (4)
E
Z
S
Create a Stripe customer for every new EngageBay CRM contact, and set up a Zoho Subscriptions customer
New EngageBay CRM contacts automatically generate matching customers in Stripe and Zoho Subscriptions without manual data entry.
Z
S
E
When a Zoho Subscriptions payment is received successfully, update the Stripe customer and tag the EngageBay CRM contact
Successful payments in Zoho Subscriptions update your Stripe customer records and tag the corresponding contact in EngageBay CRM.
Z
S
E
When a Zoho Subscriptions payment fails, create a charge in Stripe and update the EngageBay CRM contact
Failed payments trigger immediate actions in Stripe and update your contact records in EngageBay CRM for follow-up.
Z
S
E
When an invoice is created in Zoho Subscriptions, create a customer in Stripe and update the company in EngageBay CRM
New invoices generate matching customer records in Stripe and update company details in EngageBay CRM automatically.

Supported triggers and actions for EngageBay CRM and Zoho Subscriptions

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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Zoho Subscriptions
Zoho Subscriptions Triggers & Actions
Instant
Payment is received successfully in Zoho Subscriptions
Triggers the automation when a payment is successfully received
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Instant
Payment failed in Zoho Subscriptions
Triggers the automation when a payment fails
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Instant
Invoice is created in Zoho Subscriptions
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in Zoho Subscriptions
Triggers the automation when an invoice is updated
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Instant
Subscription is created in Zoho Subscriptions
Triggers the automation when a new subscription is created
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Instant
Subscription is paused in Zoho Subscriptions
Triggers the automation when a subscription is paused
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Instant
Subscription is upgraded in Zoho Subscriptions
Triggers the automation when a subscription is updated
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Instant
Subscription is resumed in Zoho Subscriptions
Triggers the automation when a subscription is resumed
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Instant
Subscription is cancelled in Zoho Subscriptions
Triggers the automation when a subscription is cancelled
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Instant
Subscription is downgraded in Zoho Subscriptions
Triggers the automation when a subscription is downgraded
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Instant
Subscription is renewed in Zoho Subscriptions
Triggers the automation when a subscription is renewed
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Create customer in Zoho Subscriptions
Adds a new customer to the database
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Search customer in Zoho Subscriptions
Locates and retrieves customer information
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Update customer in Zoho Subscriptions
Updates a customer's information
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Record payment for invoice in Zoho Subscriptions
Log payment details for an invoice
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Search invoice in Zoho Subscriptions
Locates and retrieves invoices with
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Create subscription in Zoho Subscriptions
Enrolls users in a subscription service
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What can you automate with EngageBay CRM + Zoho Subscriptions?

Streamline your customer management and subscription billing with ready-to-use workflows.

What you can automate?
Create customers instantly from new contacts
Generate a customer profile in Zoho Subscriptions the moment a new contact is created in EngageBay CRM, eliminating duplicate data entry.
📋
Capture every submitted form field
Map all available EngageBay CRM form submission details directly into your customer records and invoices without missing custom attributes.
🔔
Alert your team on successful payments
Notify your finance or sales channel the moment a payment is received successfully in Zoho Subscriptions to keep everyone informed.
🔀
Route workflows based on submitted data
Trigger different follow-up actions in EngageBay CRM depending on the subscription tier or plan selected in Zoho Subscriptions.
🔄
Keep customer records updated automatically
Sync contact updates, company details, and deal stages between EngageBay CRM and Zoho Subscriptions in real time.
🔍
Search and update existing customer profiles
Check if a customer already exists before creating a new record, preventing duplicates across your billing and CRM platforms.
⚠️
Handle payment failures and cancellations
Automatically update contact tags and trigger internal tasks whenever a subscription is cancelled or a payment fails in Zoho Subscriptions.
🔗
Extend your workflow to external apps
Connect your core EngageBay CRM and Zoho Subscriptions data to Slack, Google Sheets, or email marketing tools for complete visibility.
And much more...

Who is EngageBay CRM + Zoho Subscriptions integration for?

Connecting EngageBay CRM and Zoho Subscriptions eliminates manual data entry between sales pipelines and billing ledgers for growing teams.

Performance marketers
Performance marketers
Sales reps
Sales reps
Customer success managers
Customer success managers
Billing coordinators
Billing coordinators
Support specialists
Support specialists
Operations leads
Operations leads
📈
Performance marketers
You're running marketing campaigns that generate new leads in EngageBay CRM, but your financial reports only update when someone manually exports subscription data, so the revenue metrics you're optimising against are always a few hours behind — with this integration, every customer record and payment syncs instantly and your analytics stay current.
💼
Sales reps
You spend your mornings checking whether new EngageBay CRM contacts have completed their Zoho Subscriptions checkout, distracting you from active pipeline outreach — automating both apps means customer profiles and invoice statuses update automatically so you can focus entirely on closing deals.
🤝
Customer success managers
You manage client onboarding after deals close in EngageBay CRM, but finding out about subscription renewals or cancellations requires digging through separate billing tools — connecting these apps means every subscription change lands in your workflow immediately so you can address client needs on time.
💳
Billing coordinators
You handle high volumes of recurring invoices and need to keep customer records aligned across your marketing database and billing ledger by hand every single day — with this integration, every payment event and customer profile stays synchronized without manual data entry errors.
🎫
Support specialists
You field questions about failed subscription payments or billing updates from clients whose contact details only live in EngageBay CRM, slowing down your response time — automating these apps means customer billing context appears right where you need it.
⚙️
Operations leads
You maintain the data pipeline between marketing leads and recurring billing systems, but manual sync errors keep creating duplicate customer entries and broken records — this integration means your core databases remain accurate and complete across every department.
Our team

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Why choose Integrately to automate EngageBay CRM + Zoho Subscriptions

Build and manage your EngageBay CRM + Zoho Subscriptions 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 + Zoho Subscriptions 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.
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How Integrately Works?

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Frequently Asked Questions

How do I connect EngageBay CRM to Zoho Subscriptions?
Frequently Asked Questions
You can connect EngageBay CRM to Zoho Subscriptions in 1 click using ready-made templates or Integrately AI. It links your marketing and billing tools instantly with apps like Slack, Google Sheets, and HubSpot.
Can I automatically create Zoho Subscriptions customers when a contact is created in EngageBay CRM?
Frequently Asked Questions
Can I connect EngageBay CRM, Zoho Subscriptions, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for EngageBay CRM and Zoho Subscriptions?
Frequently Asked Questions
How does EngageBay CRM handle contact data during the integration?
Frequently Asked Questions
How does Zoho Subscriptions manage billing events in this integration?
Frequently Asked Questions
Can I set up this integration without writing code?
Frequently Asked Questions
Is the EngageBay CRM and Zoho Subscriptions integration free?
Frequently Asked Questions
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You Can Also Connect EngageBay CRM or Zoho Subscriptions With 1500+ Other Apps

EngageBay CRM
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Zoho Subscriptions
Popular Zoho Subscriptions Integrations
Sync Zoho Subscriptions with accounting, payment gateway, and reporting tools to keep financial data accurate.