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EngageBay CRM

Aron Gosselin

GETTING STARTED GUIDE: How to set up a new connection? 

EngageBay CRM is an affordable all-in-one marketing, sales, support and free CRM software for growing companies to engage web visitors and convert to happy customers. Below you'll find more detailed information, specifically for EngageBay CRM integrations:

Supported EngageBay CRM Integrations

Authorizing EngageBay CRM

To connect your Engagebay CRM account, we need your REST API Key. You can find this in your "Account settings" as shown on the below screenshot.

engagebay-api key-b071506cdeea9260e9929981ef3b28e408b25042e398b494094c4b9351db63f4

If you already authorized EngageBay CRM in the past or in any other PieSync integration, you'll be able to skip this step and choose from your CONNECTED ACCOUNTS.

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[IF] Supported Conditions/Filters 

  • has Bounced Emails
  • has Tag…
  • in Static List…
  • is Confirmed
  • Owned by…
  • Star Rating…
  • not in Static List…
  • Score…
  • ...
  • Field values (INCLUDING CUSTOM FIELDS)
  • Already existing in the app you sync with

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[THEN] Supported Actions

  • add Tag…
  • add to Static List…
  • Mark as Confirmed
  • set Owner to…
  • update Star Rating…
  • remove from Static List…
  • remove Tag…
  • update Score…
  • ...
  • Update fields (INCLUDING CUSTOM FIELDS)

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Default Field Mapping 

PieSync will automatically try to combine field mapping when possible but this is different for each integration. The default field mapping for EngageBay CRM integrations with HubSpot will look like this:

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You have the ability to disable default mappings and reuse them in the custom mappings section.

Customizable Field Mapping 

You can custom map your EngageBay CRM custom fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind, a mapping between two fields can only exist if the types of fields are compatible. More information on Customizable Field Mapping here

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Combined Shape

Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - support@piesync.com. Don't forget to read our blog for the latest in productivity, apps, and technology!

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