Integrate Zoho CRM with EngageBay

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

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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.

About EngageBay

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

EngageBay Integrations

Best Zoho CRM and EngageBay Integrations

  • Zoho CRM Integration EngageBay Integration

    Zoho CRM + EngageBay

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

    Zoho CRM + EngageBay

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

    Zoho CRM + EngageBay

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

    Zoho CRM + EngageBay

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

    Zoho CRM + EngageBay

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

    Zoho 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 Zoho CRM + EngageBay in easier way

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

    Triggers
  • 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.

  • 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
  • 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.)

  • 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 Zoho CRM & EngageBay Integrations Work

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

    (2 minutes)

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

Integration of Zoho CRM and EngageBay

  • Zoho CRM?
  • Zoho offers a set of web-based applications that are specially designed for enterprises. The company started off with the Zoho Writer application, which was its first cloud-based word processing application. Today, it offers over 20 applications, covering the entire spectrum of business operations, including email management, project management, expense tracking, time tracking, invoicing, customer support, online surveys, marketing campaigns, ecommerce sputions, etc. With its DIY approach to business operations, Zoho caters to organizations with fewer than 100 employees. It’s an affordable spution that has no upfront costs or contracts, making it easy to try out the various services before committing to one single package.

  • EngageBay?
  • EngageBay is a hosted platform for marketing automation. This cloud-based top lets you send customized email campaigns and track their performance. The process starts with uploading your contact list into the system. You can import data from Facebook, LinkedIn, Twitter, Gmail, Google+ and Salesforce. Once the contacts have been imported, you can create segments based on their company size, location, job title, industry type and more. You then send campaign emails to the contacts in each segment. These emails are sent based on rules that you define. You can target contacts based on when they were added to your list, when they last opened an email from you, if their business is growing or declining etc. To track the performance of your email campaigns, EngageBay has built-in analytics tops that provide statistics on the number of people who opened or clicked on your email. You can also use these analytics tops to find out which types of emails get the most response from your contacts. The cplected data can be used for future marketing campaigns.

  • Integration of Zoho CRM and EngageBay
  • Zoho CRM and EngageBay work together seamlessly. You can import leads from your CRM into EngageBay and then segment them based on industry type and job title and create targeted email campaigns. These campaigns will reach out to prospects and customers at the right time and place — all through their inbox. You can easily monitor returns from these campaigns using EngageBay’s analytics tops and then tailor future campaigns accordingly. This way, you can maximize ROI on your marketing efforts and build lasting relationships with customers and prospects.

  • Benefits of Integration of Zoho CRM and EngageBay
  • The integration of Zoho CRM and EngageBay gives you complete contrp over every stage of your digital marketing campaigns — from creating targeted lists and designing personalized email templates to monitoring performance and measuring results. Here are some of the benefits:

    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.