Integrate EngageBay with Zoho CRM

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

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About EngageBay

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

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 EngageBay and Zoho CRM Integrations

  • EngageBay Integration Zoho CRM Integration

    EngageBay + Zoho CRM

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

    EngageBay + Zoho CRM

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

    EngageBay + Zoho CRM

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

    EngageBay + Zoho CRM

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

    EngageBay + Zoho CRM

    Create/Update Lead to Zoho CRM from New Deal in EngageBay Read More...
    Close
    When this happens...
    EngageBay Integration New Deal
     
    Then do this...
    Zoho CRM Integration Create/Update Lead
  • EngageBay Integration {{item.actionAppName}} Integration

    EngageBay + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{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.)

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

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

People use Zoho CRM to manage their sales and customer relationships. The software is quite easy to use. It has a lot of features that benefit the business owners. The best part about the software is that it is free. The free version has all the basic features, but the premium version has more advanced features. It is integrated with some other applications like EngageBay which helps the user in managing their contact lists.

Now, let’s talk about EngageBay which is also known as Zoho Integration Suite. The idea behind this was to allow businesses to sell on multiple channels and to help them connect their different channels so that they can provide a better customer experience. The integration suite is made up of multiple products like EngageBay, Zoho Campaigns, Zoho CRM, Zoho Desk, etc.

When it comes to the integration of EngageBay and Zoho CRM, the two are intertwined with each other. They add value to each other and help the business grow in an exponential manner. Sales reps can enjoy the benefits of both EngageBay and Zoho CRM because these two work together to create one powerful top for them. They can use the data from one product for analysis purposes and for creating actionable insights for their sales process.

There are two types of integration between EngageBay and Zoho CRM – bidirectional and unidirectional. When it comes to bidirectional integration, Zoho CRM can cplect leads from EngageBay while simultaneously allowing EngageBay to cplect leads from Zoho CRM. Unidirectional integration allows only one-way communication between the two tops.

In conclusion, it is important for a business to use EngageBay and Zoho CRM together. When combined, these two tops will help in providing more sales opportunities and more revenue opportunities.

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.