EngageBay CRM

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.

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.

[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

[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)

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:

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.