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EngageBay + Salesforce Integrations

Appy Pie Connect allows you to automate multiple workflows between EngageBay and Salesforce

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About EngageBay

EngageBay is an all-in-one marketing and sales platform designed specifically for small enterprises.

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
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Best ways to Integrate EngageBay + Salesforce

  • EngageBay Salesforce

    EngageBay + Salesforce

    Create Lead to Salesforce from New Contact in EngageBay Read More...
    Close
    When this happens...
    EngageBay New Contact
     
    Then do this...
    Salesforce Create Lead
  • EngageBay Salesforce

    EngageBay + Salesforce

    Create Custom Object to Salesforce from New Contact in EngageBay Read More...
    Close
    When this happens...
    EngageBay New Contact
     
    Then do this...
    Salesforce Create Custom Object
  • EngageBay Salesforce

    EngageBay + Salesforce

    Create Contact to Salesforce from New Contact in EngageBay Read More...
    Close
    When this happens...
    EngageBay New Contact
     
    Then do this...
    Salesforce Create Contact
  • EngageBay Salesforce

    EngageBay + Salesforce

    Update Contact in Salesforce when New Contact is created in EngageBay Read More...
    Close
    When this happens...
    EngageBay New Contact
     
    Then do this...
    Salesforce Update Contact
  • EngageBay Salesforce

    EngageBay + Salesforce

    Update Custom Object in Salesforce when New Contact is created in EngageBay Read More...
    Close
    When this happens...
    EngageBay New Contact
     
    Then do this...
    Salesforce Update Custom Object
  • EngageBay {{item.actionAppName}}

    EngageBay + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect EngageBay + Salesforce in easier way

It's easy to connect EngageBay + Salesforce without coding knowledge. Start creating your own business flow.

    Triggers
  • New Company

    Trigger when new company created.

  • New Contact

    Trigger when new contact created.

  • New Contact in List

    Trigger when a contact added to the specified list.

  • New Deal

    Trigger when new deal created.

  • New Form Submission

    Triggered every time a new form submission occurs.

  • New Product

    Trigger when new product created.

  • New Task

    Trigger when new task crreated.

  • New Ticket

    Trigger when new ticket created.

  • Updated Company

    Trigger when any company updated.

  • Updated Contact

    Trigger when any contact updated.

  • Updated Deal

    Trigger when any deal updated

  • Updated Task

    Trigger when any task updated.

  • New Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Actions
  • Add Contact to Form

    Adds a contact to a form in your account.

  • Add Contact to Sequence

    Adds a contact to a sequence.

  • Add Tag to Contact

    Adds a new tag to a contact. A tag is a label for the identification of a contact.

  • Create Contact

    Creates a new contact.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Updates the contact based on the email address. Creates a new contact if one is not found.

  • Remove Tag From a Contact

    Remove tag from a contact. A tag is a label for the identification of a contact.

  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How EngageBay & Salesforce Integrations Work

  1. Step 1: Choose EngageBay as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Salesforce as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from EngageBay to Salesforce.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of EngageBay and Salesforce

EngageBay

EngageBay is a program that allows the users to upload videos, images, audio, links, text, and links. It has all the features to engage customers in their marketing. It offers four main features which are “messaging, live chat, live call, and live video” (EngageBay. You can engage customers by sending them messages or calls. Customers can also engage with you through live chat, live video, and live call.

Salesforce

Salesforce is an online top to engage customers for businesses. It has many features like contact management, lead generation, email campaigns, reporting, workflow automation, marketing automation, and analytics (Salesforce. The businesses use Salesforce to get customer information and to send them emails to remind customers about products.

Integration of EngageBay and Salesforce

Companies can use EngageBay and Salesforce together to increase sales. They can do this by using EngageBay to engage customers (EngageBay. Then companies can use Salesforce to cplect data from customers (Salesforce. These two programs are very useful in increasing sales because it gives people an easy way to send messages to other customers (EngageBay. and other customers will be more likely to purchase their products (Salesforce.

Benefits of Integration of EngageBay and Salesforce

First benefit of having EngageBay and Salesforce together is that it will make it easier for companies to send messages to customers (EngageBay. Customers will be able to reach out to companies easily without having to go through long email chains (EngageBay. Another benefit of EngageBay and Salesforce integration is that it will provide companies with more information about their customers (Salesforce. Companies will be able to see what products their customers like and what kind of things they like to do (EngageBay. This will help them target their customers better and give them products that they really want (Salesforce. These benefits will increase sales because they will give companies more information about their customers so they can tailor their products to their liking (EngageBay. and they can give them things that they really want (Salesforce.

In conclusion, EngageBay and Salesforce integration is good for companies because it will allow them to send messages to their customers easily and give them things that they want. This is good because it will increase sales for companies.

The process to integrate EngageBay and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.