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Integrate HubSpot CRM with EngageBay

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

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About HubSpot CRM

Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.

About EngageBay

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

EngageBay Integrations

Best ways to Integrate HubSpot CRM + EngageBay

  • HubSpot CRM Integration EngageBay Integration

    HubSpot CRM + EngageBay

    Create Contact to EngageBay from New Deal in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM Integration New Deal
     
    Then do this...
    EngageBay Integration Create Contact
  • HubSpot CRM Integration EngageBay Integration

    HubSpot CRM + EngageBay

    Add Tag to Contact in EngageBay when New Deal is created in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM Integration New Deal
     
    Then do this...
    EngageBay Integration Add Tag to Contact
  • HubSpot CRM Integration EngageBay Integration

    HubSpot CRM + EngageBay

    Remove Tag From a Contact in EngageBay when New Deal is created in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM Integration New Deal
     
    Then do this...
    EngageBay Integration Remove Tag From a Contact
  • HubSpot CRM Integration EngageBay Integration

    HubSpot CRM + EngageBay

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

    HubSpot CRM + EngageBay

    Add Contact to Sequence in EngageBay when New Deal is created in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM Integration New Deal
     
    Then do this...
    EngageBay Integration Add Contact to Sequence
  • HubSpot CRM Integration {{item.actionAppName}} Integration

    HubSpot CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Company

    Triggers when a new company is created.

  • New Contact

    Triggered every time a new contact is created in HubSpot.

  • New Contact Property Change

    Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.

  • New Deal

    Triggers when a new deal is created.

  • New Deal in Stage

    Triggers when a new deal enters a stage.

  • 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.

    Actions
  • Associate Deal

    Associates the deal with dealId with the contact.

  • Create Company

    Creates a new company.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Create a new contact or update an existing contact based on email address.

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • 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.

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

How HubSpot CRM & EngageBay Integrations Work

  1. Step 1: Choose HubSpot CRM 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 EngageBay 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 HubSpot CRM to EngageBay.

    (2 minutes)

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

Integration of HubSpot CRM and EngageBay

HubSpot CRM

HubSpot CRM is a cloud-based customer relationship management (CRM. platform for small and medium businesses.

The software offers an end-to-end spution for managing communication with customers and prospects, including marketing, sales, service and support.

EngageBay

EngageBay is a web based application which help you manage your sales funnel and it also acts as a lead generation top. It helps you get leads from Facebook and Twitter.

Integration of HubSpot CRM and EngageBay

Integration of HubSpot CRM and EngageBay is very simple. First you need to create a contact in EngageBay via ‘Add a Lead’ option. This contact should contain the fplowing information as shown in below image:

Now you need to go to ‘Admin’ tab under ‘Settings’ menu and add the fplowing code in the section ‘Lead Form’ as shown in below image:

Note. Replace the ‘<yourdomain>’ with your domain name.

Next step is to add the ‘API Key’ in the section ‘Linked Accounts’ as shown in below image:

Note. Replace the ‘<yourdomain>’ with your domain name and replace the ‘<yourkey>’ with your API key.

Now you need to go to ‘Admin’ tab under ‘Settings’ menu and add the fplowing code in the section ‘Contact Import’ as shown in below image:

Note. Replace the ‘<yourdomain>’ with your domain name and replace the ‘<yourkey>’ with your API key.

After all these steps, you will see that any new contact created in EngageBay will appear in your HubSpot CRM automatically without any manual work. This integration will help you save a lot of time when you are trying to track down leads.

Benefits of Integration of HubSpot CRM and EngageBay

The process to integrate HubSpot CRM and EngageBay 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.