Integrate Salesforce with EngageBay

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

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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.

About EngageBay

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

EngageBay Integrations

Best Salesforce and EngageBay Integrations

  • Salesforce Integration EngageBay Integration

    Salesforce + EngageBay

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

    Salesforce + EngageBay

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

    Salesforce + EngageBay

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

    Salesforce + EngageBay

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

    Salesforce + EngageBay

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

    Salesforce + {{item.actionAppName}}

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

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

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment 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.

  • 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
  • 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.

  • 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 Salesforce & EngageBay Integrations Work

  1. Step 1: Choose Salesforce 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 Salesforce to EngageBay.

    (2 minutes)

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

Integration of Salesforce and EngageBay

Salesforce is the world's leading provider of on demand CRM (Customer Relationship Management. software. Salesforce is a cloud computing company that provides a suite of applications in the form of a single, integrated cloud. Salesforce was founded in San Francisco in 2002 and is currently headquartered in San Francisco. Salesforce is a privately held company with over 10,000 employees. As of 2015, Salesforce has a market capitalization of US$33 billion.

EngageBay is a company that provides a product called EngageBay that integrates directly into Salesforce1. EngageBay allows Salesforce users to create and update customer records from within Salesforce right from the contact record page. It also allows users to add notes directly from EngageBay to Salesforce activity records without leaving Salesforce. EngageBay can be configured to work with any custom object in Salesforce and the application can even be configured to work with legacy databases.

  • Integration of Salesforce and EngageBay
  • Integrating EngageBay into Salesforce allows users to create or update customer records from within Salesforce right from the contact record page. This feature works by allowing users to click on the “Add to Account” button from inside EngageBay. The user then inputs the information from the contact record into an EngageBay window that appears on the screen and once done the data is automatically added to the account record in Salesforce. The same process can be used for other customizable fields.

    There is also a capability to add notes directly from EngageBay to Salesforce activity records without leaving Salesforce. This feature works by allowing users to write a note in EngageBay and then clicking on the “Add Note” button which will add a note directly to an activity record in Salesforce.

  • Benefits of Integration of Salesforce and EngageBay
  • One benefit of integrating Salesforce and EngageBay is that it saves Salesforce users time and effort by reducing duplication of data entry and automating tasks like setting up new accounts and updating existing ones. For example, if a salesperson adds a new customer record to Salesforce they can do it by clicking on the “Add to Account” button from inside EngageBay. This feature will allow them to enter all relevant information for that particular customer right from the contact record page in Salesforce instead of having to manually input the information into the account record within Salesforce separately. Another benefit of integrating Salesforce and EngageBay is that it reduces costs for organizations by automating tasks like adding notes directly from EngageBay to Salesforce activity records without leaving Salesforce. For example, if a manager needs his team members to fill out reports about how many calls they made during a week he can do this by sending them an email or posting it on a shared calendar which will automatically generate activity records in Salesforce. His team members then have to go to each individual record, fill it out, save it, and move on to the next one. But by integrating Salesforce and EngageBay he can simply send his team members an email or post it on a shared calendar which will automatically generate activity records in Salesforce. His team members then have enough information right there to fill out their reports without having to open up the individual records individually.

    The integration of Salesforce and EngageBay allows for easier data entry into Salesforce, reduction in costs, reduction in redundant data entry, and reduced time spent on repetitive tasks. All these benefits combined make integrating Salesforce and EngageBay a good idea for businesses looking for ways to streamline their business processes.

    The process to integrate 403 Forbidden and 403 Forbidden 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.