From email marketing automation to responsive landing pages to robust help desk software, EngageBay Marketing is a one-and-done solution for customer conversion and retention. It's the perfect solution for bringing your marketing, sales, and support teams together.
But what about those pesky other apps you just can't seem to quit? If you rely on scheduling apps and web forms to draw in new leads, it's not always easy to get those leads into EngageBay and run your marketing through their system. Fortunately, you can set up Zaps—Zapier's automated workflows—that will funnel these leads, making EngageBay the marketing machine you always intended it to be.
Here are the most popular ways to connect your other business-critical tools with EngageBay Marketing.
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To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.
Add contacts from your scheduling app
Believe it or not, phone calls are enjoying a rise in popularity. Gen Z uses phone calls to contact brands more often than Millennials, beating them out at 31% to 29%. Even in the digital world, reaching out for a one-on-one conversation can be the difference between making sales and leaving conversions at the table.
Create a Zap with Calendly to forward new leads into EngageBay Marketing and save those contacts. This will ensure that every new lead ends up in your funnel, opening up opportunities for EngageBay's internal automation capabilities, like automatic follow-ups.
Connecting Calendly to EngageBay Marketing won't only ensure that you follow up with every lead. It will also ensure that these new leads can integrate with your marketing system when they convert into paying clients or customers. From there, you can use EngageBay to automate new touchpoints with them, such as scheduling check-ins for the services you provide.
Create or update EngageBay Marketing contacts for new Calendly invitees
Calendly + EngageBay Marketing
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Effortlessly keep your EngageBay Marketing contacts up-to-date with this handy workflow. Whenever a new invitee is created in Calendly, their information will be used to create or update a contact in EngageBay Marketing. Stay organized and save time by ensuring your contact list is always accurate and current with this seamless integration.
Create events in EngageBay Marketing for new Calendly invitees
Calendly + EngageBay Marketing
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Stay organized and save time by automating your event creation process. With this simple workflow, whenever a new invitation is created in Calendly, an event is instantly created in EngageBay Marketing. This ensures a seamless coordination of your invitations and scheduled events, making your marketing efforts more efficient and effective.
Bring webform leads into your EngageBay Marketing funnel
If it ain't broke, don't fix it. That's the common wisdom. But if you're just starting out with EngageBay, you may find yourself tempted to start uprooting all of the current web forms that are already working for you.
But you don't have to. If you have existing web forms with great copy and high conversion rates, there's no reason not to keep using them. And maybe you don't want to abandon the robust features you're getting from offerings like Gravity Forms, either.
Instead, keep your existing lead forms as they are. Just connect them to EngageBay with one of these automated workflows. That way, you won't miss a beat from EngageBay's back end, and you won't have to adjust the front-end web forms that are already converting visitors into customers.
Add new EngageBay contacts from Typeform form
Typeform + EngageBay Marketing
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Integrate your Typeform form with your EngageBay database with this Zapier automation that'll add a new contact or update an existing one each time your form is filled out.
Create or update EngageBay Marketing contacts from new WPForms entries
WPForms + EngageBay Marketing
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Easily manage your contact list by connecting WPForms and EngageBay Marketing with this seamless workflow. Whenever a new form entry is submitted on your WordPress website using WPForms, this automation will create or update the contact details within your EngageBay Marketing account. Keep your contact information up-to-date and efficient without any manual intervention.
Create EngageBay Marketing contacts from new Webflow form submissions
Webflow + EngageBay Marketing
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Effortlessly streamline your lead collection process by connecting Webflow and EngageBay Marketing. With this workflow, every time a form is submitted in Webflow, a contact will be created in EngageBay Marketing, ensuring you stay on top of your lead management. Save time and increase efficiency by automating this crucial aspect of your marketing efforts.
Create or update EngageBay Marketing contacts with new Jotform submissions
Jotform + EngageBay Marketing
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Easily manage your contact list by connecting Jotform with EngageBay Marketing. With this efficient workflow, whenever a new submission is received in Jotform, the contact's information is used to create or update an existing contact in EngageBay Marketing. Stay organized and save time by streamlining your contact management process.
Create EngageBay contacts from Gravity Forms submissions
Gravity Forms + EngageBay Marketing
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This Gravity forms - EngageBay integration automatically adds the customers from Gravity forms to your EngageBay account. Every time a new form is submitted in Gravity Forms, Zapier will add or update a contact in EngageBay. It’s that easy.
Connect EngageBay Marketing to Google Sheets
Even in secure, robust solutions like EngageBay Marketing, there are a variety of reasons why you might also collect customer info in a Google Sheet.
You might use a spreadsheet to analyze the data for more insights into your ideal customer persona, for example. Or you might create a backup file to ensure you never lose your essential customer data. Or maybe you just like how Google Sheets makes it easier to manage custom reports, visualizing your data for more insights into your customer behavior.
Use this Zap to automatically add new EngageBay contacts in a Google Sheet for easy tracking and analysis:
Add new EngageBay Marketing contacts to Google Sheets as rows
EngageBay Marketing + Google Sheets
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Effortlessly keep your contact list up-to-date in your Google Sheets with this powerful automation. Whenever you add a new contact in EngageBay Marketing, this workflow will create a corresponding row in your chosen Google Sheets spreadsheet. Stay organized and save time by having all your new contacts instantly stored in one accessible location.
You can also run the process in reverse and add customer data into EngageBay Marketing automatically from Google Sheets. Maybe you use Google Sheets as a hub to collect customer data from assorted tools or other teams. With a Zap, you can add everything to EngageBay to keep a single source of truth for important customer info. This keeps you efficient whenever you need to review essential customer data.
Update EngageBay Marketing contacts from new or updated Google Sheets rows
Google Sheets + EngageBay Marketing
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Keep your EngageBay Marketing contacts up-to-date with this seamless workflow. Whenever there's a new or updated row in your Google Sheets spreadsheet stored in Team Drive, a contact in EngageBay Marketing will be created or updated accordingly. This automation simplifies contact management, ensuring you always have the most accurate information in your marketing campaigns.
Add EngageBay Marketing contacts from new Google Sheets rows
Google Sheets + EngageBay Marketing
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Easily manage your contacts by connecting Google Sheets and EngageBay Marketing with this seamless workflow. Whenever a new row is added to your Google Sheets spreadsheet, this automation will create a new contact in EngageBay Marketing, saving you time and ensuring your contact list is always up-to-date. Stay organized and maintain consistency across platforms with this efficient solution.
Tag EngageBay Marketing contacts when new or updated rows appear in Google Sheets
Google Sheets + EngageBay Marketing
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When a new row gets added or updated in Google Sheets, this automation tags a contact in EngageBay Marketing. It's an efficient way to keep your contacts organized in your marketing campaigns. By instantly tagging contacts based on spreadsheet updates, you ensure your marketing efforts are always aligned with your contact data.
Add leads and contacts to EngageBay Marketing
If you're like most businesses, you probably collect leads from a variety of sources, not just web forms. Maybe you run robust campaigns on Facebook Lead Ads, for example. But you need an easy and efficient way to consolidate your leads in one place.
You can set a Zap to bring in new leads from Facebook Lead Ads, then immediately move those to EngageBay Marketing to ensure timely follow-up with your potential customers. Run lead nurturing campaigns, follow up with personalized (and automated) messages, or run quick follow-ups to ensure you don't lose an opportunity—all without lifting an extra finger.
Create or update EngageBay Marketing contacts from new Facebook Lead Ads leads
Facebook Lead Ads + EngageBay Marketing
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Enhance your marketing efforts with this streamlined workflow that connects Facebook Lead Ads to EngageBay Marketing. Whenever you receive a new lead from your Facebook ads, this automation will create or update their contact information in EngageBay Marketing for easy tracking and nurturing. Save time, improve engagement, and grow your business more efficiently with this seamless integration.
Create contacts in EngageBay Marketing from new leads in Facebook Lead Ads
Facebook Lead Ads + EngageBay Marketing
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Effortlessly stay on top of new leads with this workflow that connects Facebook Lead Ads to EngageBay Marketing. When a potential customer shows interest through your Facebook ad campaign, their information is seamlessly added as a new contact in EngageBay Marketing. This automatic process ensures timely communication and nurturing of your prospects, helping you grow your business more efficiently.
You can also work with Google Contacts if that's a favorite platform in your business. Sync your EngageBay contacts with Google Contacts in both directions. This will keep EngageBay information—like client contact data—readily available in your Google systems. This is especially great for ensuring a Google Phone is updated with the latest info from EngageBay.
You'll also have some side benefits to syncing to Google Contacts: backup and recovery on multiple clouds, for example, will help keep your data secure. And if you prefer Google Contacts as your contact management software, syncing the two will help you keep both systems clear and navigable.
Add new EngageBay contacts to Google Contacts
EngageBay Marketing + Google Contacts
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It is hard to manually keep track of every new contact information. Set up this EngageBay-Google contacts integration to automatically keep your Google Contacts in sync with EngageBay contacts. Every time a new contact is added to EngageBay, it will also be sent to Google Contacts so the information is updated.
Add new Google Contacts to EngageBay as contacts
Google Contacts + EngageBay Marketing
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Why update all your contact lists with the same information manually, running the risk of missing someone? If you set up this Google Contacts-EngageBay Marketing integration, you’ll save time and avoid omissions by sending all new Google Contacts to EngageBay automatically, where contacts will be created or updated if a match is found.
Run your business from EngageBay Marketing
Once a customer is in EngageBay, you know how powerful the platform can be. You can run automated workflows to follow up with clients and potential customers, adding a sprinkle of personalization to each interaction. But it can't hurt to bring in third-party software to enhance, supplement, and simplify how you do things at your business. This way, you can keep the features of EngageBay while making your customer intake easier to manage.
