Salesflare Salesflare Integrations

EngageBay and Salesflare

engagebay.com ↗

How to connect EngageBay

What you can automate

  • When new Companies Updates in EngageBay, create an account in Salesflare.
  • When new Contacts Updates in EngageBay, create a contact in Salesflare.
  • When new Deals Updates in EngageBay, create an opportunity in Salesflare.
  • When new Companies in EngageBay, create an account in Salesflare.
  • When new Contacts in EngageBay, create a contact in Salesflare.
  • When new Deals in EngageBay, create an opportunity in Salesflare.

EngageBay operations on Make

Triggers (8)

Start a workflow when this happens

  • Watch Companies Updates — Triggers when some company is updated.
  • Watch Contacts Updates — Triggers when some contact is updated.
  • Watch Deals Updates — Trigger when some deal is updated.
  • Watch New Companies — Triggers when new company is created.
  • Watch New Contacts — Triggers when new contact is added.
Show 3 more triggers
  • Watch New Deals — Triggers when new deal is added.
  • Watch New Tasks — Triggers when new task is added.
  • Watch Tasks Updates — Triggers when some task is updated.

Actions (24)

Things Salesflare can make it do

  • Add Tags to Contact — Adds one or more tags to contact.
  • Add a Contact to a Form — Adds contact to a form.
  • Add a Contact to a Sequence — Adds a contact to a sequence.
  • Create a Company — Creates a company.
  • Create a Contact — Creates a contact.
Show 19 more actions
  • Create a Deal — Creates a deal.
  • Create a Task — Creates a task.
  • Create a Track — Creates new track.
  • Delete Tags From a Contact — Removes one or more tags from contact.
  • Delete a Company — Deletes a company.
  • Delete a Contact — Deletes single contact from account.
  • Delete a Deal — Deletes a deal.
  • Delete a Task — Deletes a task.
  • Delete a Track — Deletes a track.
  • Get a Company — Gets a company.
  • Get a Contact — Gets contact by ID.
  • Get a Deal — Gets single deal.
  • Get a Task — Gets a task.
  • Get a Track — Gets a track by ID.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Update a Company — Updates a company.
  • Update a Contact — Updates contact info.
  • Update a Task — Updates a task.
  • Update a Track — Updates a track.

Searches (6)

Look up existing records

  • List Companies — Lists all companies.
  • List Contacts — Gets list of all contacts.
  • List Deals — Lists deals by track or from default track.
  • List Owners — Gets list of all owners.
  • List Tasks — Lists all tasks.
Show 1 more searches
  • List Tracks — Gets list of all tracks.

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