Integrate HubSpot CRM with EngageBay
Appy Pie Connect allows you to automate multiple workflows between HubSpot CRM and EngageBay
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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 IntegrationsBest ways to Integrate HubSpot CRM + EngageBay
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When this happens...
New Deal
Then do this...
Create Contact
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HubSpot CRM + EngageBay
Add Tag to Contact in EngageBay when New Deal is created in HubSpot CRM Read More...When this happens...
New Deal
Then do this...
Add Tag to Contact
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HubSpot CRM + EngageBay
Remove Tag From a Contact in EngageBay when New Deal is created in HubSpot CRM Read More...When this happens...
New Deal
Then do this...
Remove Tag From a Contact
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HubSpot CRM + EngageBay
Create or Update Contact to EngageBay from New Deal in HubSpot CRM Read More...When this happens...
New Deal
Then do this...
Create or Update Contact
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HubSpot CRM + EngageBay
Add Contact to Sequence in EngageBay when New Deal is created in HubSpot CRM Read More...When this happens...
New Deal
Then do this...
Add Contact to Sequence
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect HubSpot CRM + EngageBay without coding knowledge. Start creating your own business flow.
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New Company
Triggers when a new company is created.
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New Contact
Triggered every time a new contact is created in HubSpot.
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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.
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New Deal
Triggers when a new deal is created.
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New Deal in Stage
Triggers when a new deal enters a stage.
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New Company
Trigger when new company created.
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New Contact
Trigger when new contact created.
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New Contact in List
Trigger when a contact added to the specified list.
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New Deal
Trigger when new deal created.
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New Form Submission
Triggered every time a new form submission occurs.
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New Product
Trigger when new product created.
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New Task
Trigger when new task crreated.
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New Ticket
Trigger when new ticket created.
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Updated Company
Trigger when any company updated.
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Updated Contact
Trigger when any contact updated.
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Updated Deal
Trigger when any deal updated
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Updated Task
Trigger when any task updated.
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Associate Deal
Associates the deal with dealId with the contact.
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Create Company
Creates a new company.
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Create Deal
Creates a new deal.
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Create or Update Contact
Create a new contact or update an existing contact based on email address.
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Update Company
Updates an existing company.
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Update Deal
Updates an existing deal.
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Add Contact to Form
Adds a contact to a form in your account.
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Add Contact to Sequence
Adds a contact to a sequence.
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Add Tag to Contact
Adds a new tag to a contact. A tag is a label for the identification of a contact.
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Create Contact
Creates a new contact.
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Create Deal
Creates a new deal.
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Create or Update Contact
Updates the contact based on the email address. Creates a new contact if one is not found.
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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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How HubSpot CRM & EngageBay Integrations Work
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Step 1: Choose HubSpot CRM as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick EngageBay as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from HubSpot CRM to EngageBay.
(2 minutes)
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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.
