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EngageBay + Zoho CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About EngageBay

EngageBay is a simple, affordable all-in-one marketing and sales software built for small businesses.

About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Zoho CRM Integrations
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Best ways to Integrate EngageBay + Zoho CRM

  • EngageBay Zoho CRM

    EngageBay + Zoho CRM

    Create/Update Lead to Zoho CRM from New Contact in EngageBay Read More...
    Close
    When this happens...
    EngageBay New Contact
     
    Then do this...
    Zoho CRM Create/Update Lead
  • EngageBay Zoho CRM

    EngageBay + Zoho CRM

    Create/Update Contact to Zoho CRM from New Contact in EngageBay Read More...
    Close
    When this happens...
    EngageBay New Contact
     
    Then do this...
    Zoho CRM Create/Update Contact
  • EngageBay Zoho CRM

    EngageBay + Zoho CRM

    Create Module Entry to Zoho CRM from New Contact in EngageBay Read More...
    Close
    When this happens...
    EngageBay New Contact
     
    Then do this...
    Zoho CRM Create Module Entry
  • EngageBay Zoho CRM

    EngageBay + Zoho CRM

    Add Attachment in Zoho CRM when New Contact is created in EngageBay Read More...
    Close
    When this happens...
    EngageBay New Contact
     
    Then do this...
    Zoho CRM Add Attachment
  • EngageBay Zoho CRM

    EngageBay + Zoho CRM

    Create/Update Lead to Zoho CRM from New Deal in EngageBay Read More...
    Close
    When this happens...
    EngageBay New Deal
     
    Then do this...
    Zoho CRM Create/Update Lead
  • 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 + Zoho CRM in easier way

It's easy to connect EngageBay + Zoho CRM 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 Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    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.

  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

How EngageBay & Zoho CRM 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 Zoho CRM 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 Zoho CRM.

    (2 minutes)

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

Integration of EngageBay and Zoho CRM

EngageBay is an online platform that helps businesses find and communicate with potential customers. It helps them create a well-defined customer engagement strategy and track their work to achieve the desired business goals. EngageBay also offers a comprehensive array of marketing tops to help sellers sell more efficiently.

Zoho CRM is a cloud-based customer relationship management software that helps manage leads, leads, customer data, and sales data. It includes various features such as lead management, lead scoring, lead nurturing, lead generation, etc. It also offers real-time analytics and social media integration for targeted marketing.

EngageBay integrates with Zoho CRM to create a user-friendly and powerful CRM spution. Through this integration, the CRM application can be customized to suit the needs of an organization and its clients. Using it, organizations can improve their CRM process and increase the productivity of their employees.

Integration of EngageBay and Zoho CRM helps organizations in various ways:

Enables them to integrate email marketing and social media marketing with CRM so that their contacts can be managed across different channels. This allows for better tracking and measurement of the customer engagement process. This integration helps them build stronger relationships with potential customers and convert them into valuable leads.

Allows users to use one place for all their marketing activities and provides a 360-degree view of their target audience. The integrated spution enables them to view and manage every customer contact using a single platform without having to switch between applications.

Helps them identify and reach out to potential customers quickly by recording details about the buyer’s journey on their website or mobile app. This way, they can easily track each customer’s journey from lead generation to conversion.

To summarize, integration of EngageBay and Zoho CRM creates an integrated spution to meet the growing demands of businesses for a superior CRM platform.

The process to integrate EngageBay and Zoho CRM 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.