Cognito Forms + EngageBay Marketing

Cognito Forms + EngageBay Marketing integrations

Update and manage contacts in EngageBay Marketing for each updated entry in Cognito Forms

This workflow gets into action when any modifications are made to an entry in Cognito Forms. The update initiates the process of creating or updating a contact in EngageBay Marketing. This ensures that your marketing database stays up-to-date, saving you the hassle of manual data transfers between the two platforms. Boost your efficiency and keep your contacts neatly organized with this streamlined process.

When this happens...
Update EntryTriggers when someone updates an entry.
TriggerInstant
automatically do this!
Create or Update ContactUpdates the contact based on the email address. Creates a new contact if one is not found.
ActionWrite

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More things you can do with Cognito Forms and EngageBay Marketing

Discover other triggers and actions you can use with Cognito Forms and EngageBay Marketing

- Form
  Required
Trigger
Instant
Try It
- Form
  Required
Trigger
Instant
Try It
- Form
  Required
- Id
  Required
Action
Write
- Form
  Required
- Availability Start
- Availability End
- Not Available Message
Action
Write
- Form
  Required
- Entry Id
  Required
- Template Number
  Required
Action
Search

- Form
  Required
- Entry View ID
  Required
- Max Results per Page
- Skip Count
- Return IDs Only
Action
Search
New Company
Triggers when a new company is created.
Trigger
Polling
Try It

New Deal
Triggers when a new deal is added to your account upon confirmation.
Trigger
Polling
Try It
Get Owners
Trigger to get all owners.
Trigger
Polling
Try It
Get Tracks
Tigger to get all tracks.
Trigger
Polling
Try It
- Name
  Required
Trigger
Instant
Try It
- List
  Required
- Limit
  Required
Trigger
Polling
Try It
- Properties
Trigger
Instant
Try It
Update Company
Triggers when a company is updated.
Trigger
Polling
Try It
Update Deal
Triggers when a deal is updated in your account.
Trigger
Polling
Try It
- Sequence
  Required
- Email
  Required
Action
Write
- Name
- Phone Number
- Email
  Required
- Timezone
- Start Time
  Required
- End Time
  Required
Action
Write
- Form
  Required
- Email
  Required
Action
Write
- Tag
  Required
- Email
  Required
Action
Write
- Email
  Required
Action
Write
- Search Query
  Required
- Email
  Required
- First Name
- Last Name
- Company
- Phone Number
- Phone Number (Work)
- Phone Number (Home)
- Phone Number (Mobile)
- Phone Number (Home Fax)
- Phone Number (Work Fax)
- Website
- Website (Skype)
- Website (Twitter)
- Website (Linkedin)
- Website (Facebook)
- Website (Xing)
- Blog
- Website (Google+)
- Website (Flickr)
- Website (GitHub)
- Website (Youtube)
- Role
- Tags
- Address
- City
- State
- Zip Code
- Country
Action
Search or write

- Form
  Required
Trigger
Instant
Try It
- Form
  Required
Action
Write
- Id
  Required
- Form
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Form
  Required
- Id
  Required
Action
Search
- Tag
  Required
Trigger
Instant
Try It
New Contact
Triggers when a new contact is added to your account upon confirmation (has completed any applicable double opt-ins).
Trigger
Polling
Try It
New Event
Triggers when a new event is added to your account upon confirmation.
Trigger
Polling
Try It
New Task
Triggers when a new task is added in the EngageBay.
Trigger
Polling
Try It
- Field
Trigger
Instant
Try It
- List
  Required
Trigger
Instant
Try It
- t_fields
Trigger
Instant
Try It
New Unsubscribe
Triggers when a user unsubscribes from your emails.
Trigger
Polling
Try It
Update Contact
Triggers when a contact is updates in your account.
Trigger
Polling
Try It
Update Task
Triggers when a task is added in the EngageBay.
Trigger
Polling
Try It
- Email
  Required
- First Name
- Last Name
- Company
- Phone Number
- Phone Number (Work)
- Phone Number (Home)
- Phone Number (Mobile)
- Phone Number (Home Fax)
- Phone Number (Work Fax)
- Website
- Website (Skype)
- Website (Twitter)
- Website (Linkedin)
- Website (Facebook)
- Website (Xing)
- Blog
- Website (Google+)
- Website (Flickr)
- Website (GitHub)
- Website (Youtube)
- Role
- Tags
- Address
- City
- State
- Zip Code
- Country
Action
Write
- Email
  Required
- Subject
  Required
- Priority
- Type
- Status
- Assignee
- Message
Action
Write
- Email
  Required
- Last Name
- Role
- First Name
- Company
- Phone Number
- Phone Number (Work)
- Phone Number (Home)
- Phone Number (Mobile)
- Phone Number (Home Fax)
- Phone Number (Work Fax)
- Website
- Website (Skype)
- Website (Twitter)
- Website (Linkedin)
- Website (Facebook)
- Blog
- Website (Xing)
- Website (Google+)
- Website (Flickr)
- Website (GitHub)
- Website (Youtube)
- Tags
- Address
- City
- State
- Zip Code
- Country
Action
Write
- Tag
  Required
- Email
  Required
Action
Write
- Search Query
  Required
Action
Search

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.

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Forms & Surveys

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About EngageBay Marketing

EngageBay is a simple, affordable all-in-one marketing and sales software built for small businesses.

HelpHelp

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Marketing Automation

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Related Zap Templates

Create or update EngageBay Marketing contacts from new Cognito Forms entries

Related Zap Templates

Create or update EngageBay Marketing contacts from new Cognito Forms entries