Skip to content
Engage CRM logo
Engage CRM logo

Engage CRM Integrations

Sales & CRM

Put Engage CRM to work with AI and enterprise-grade automation

Automate smarter with Engage CRM and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email
Start free with email
Google Logo Continue with Google
  • No-code AI automation
  • Full audit trails and controls
  • SOC 2 and GDPR compliant
  • Easy visual workflow builder
  • 9,000+ apps, 450+ AI tools
  • Free tier available
Engage CRM logoEngage CRM logo
Or pick an app to pair with
arrow pointing down
Integrate Instapage with Engage CRMIntegrate Instapage with Engage CRM
Instapage
Forms & Surveys
Integrate Apollo with Engage CRMIntegrate Apollo with Engage CRM
Apollo
Sales & CRM
Integrate Calendly with Engage CRMIntegrate Calendly with Engage CRM
Calendly
Scheduling & Booking
Integrate Airtable with Engage CRMIntegrate Airtable with Engage CRM
Airtable
Databases
Integrate ActiveCampaign with Engage CRMIntegrate ActiveCampaign with Engage CRM
ActiveCampaign
Marketing Automation
Integrate Instapage with Engage CRMIntegrate Instapage with Engage CRM
Instapage
Forms & Surveys
Integrate Apollo with Engage CRMIntegrate Apollo with Engage CRM
Apollo
Sales & CRM
Integrate Calendly with Engage CRMIntegrate Calendly with Engage CRM
Calendly
Scheduling & Booking
Integrate Airtable with Engage CRMIntegrate Airtable with Engage CRM
Airtable
Databases
Integrate ActiveCampaign with Engage CRMIntegrate ActiveCampaign with Engage CRM
ActiveCampaign
Marketing Automation
Integrate Instapage with Engage CRMIntegrate Instapage with Engage CRM
Instapage
Forms & Surveys
Integrate Apollo with Engage CRMIntegrate Apollo with Engage CRM
Apollo
Sales & CRM
Integrate Calendly with Engage CRMIntegrate Calendly with Engage CRM
Calendly
Scheduling & Booking
Integrate Airtable with Engage CRMIntegrate Airtable with Engage CRM
Airtable
Databases
Integrate ActiveCampaign with Engage CRMIntegrate ActiveCampaign with Engage CRM
ActiveCampaign
Marketing Automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Google Logo Sign up with Google

Launch your first automated workflow

  • Add or edit contacts in Engage CRM for every new Gmail email

    • Gmail logo
    • Engage CRM logo
    Gmail + Engage CRM
  • Create and manage Engage CRM contacts when new Calendly invitees are added

    • Calendly logo
    • Engage CRM logo
    Calendly + Engage CRM
  • Fire events in Cometly when new contact events are triggered in Engage CRM

    • Engage CRM logo
    • Cometly logo
    Engage CRM + Cometly
  • Add or edit contacts in Engage CRM for every new Gmail email

    • Gmail logo
    • Engage CRM logo
    Gmail + Engage CRM
  • Create and manage Engage CRM contacts when new Calendly invitees are added

    • Calendly logo
    • Engage CRM logo
    Calendly + Engage CRM
  • Fire events in Cometly when new contact events are triggered in Engage CRM

    • Engage CRM logo
    • Cometly logo
    Engage CRM + Cometly
    • Supported triggers and actions

      Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

        • Contact Properties
          Required
        Trigger
        Instant
        Try It
        • LinkCode
          Required
        • Contact Settings
          Required
        • Contact Overwrite
          Required
        • ContactId
        • First Name
        • Last Name
        • Salutation
        • Title
        • Company Name
        • Address 1
        • Address 2
        • Address 3
        • City
        • State
        • Zip
        • Country
        • Phone
        • Home Phone
        • Check Duplicates by Phone
        • Mobile
        • Check Duplicates by Mobile
        • Other Phone
        • Fax
        • Other Fax
        • Email
        • Email 2
        • Email 3
        • Website
        • Comments Title
        • Comments
        • Custom 1
        • Custom 2
        • Custom 3
        • Custom 4
        • Custom 5
        • Custom 6
        • Custom 7
        • Custom 8
        • Custom 9
        • Custom 10
        • Custom 11
        • Custom 12
        • Custom 13
        • Custom 14
        • Custom 15
        • Custom 16
        • Custom 17
        • Custom 18
        • Custom 19
        • Custom 20
        • Check 1
        • Check 2
        • Check 3
        • Check 4
        • Check 5
        • Check 6
        • Class 1
        • Class 2
        • Class 3
        • Class 4
        • Class 5
        • Class 6
        • Class 7
        • Class 8
        • Custom Date 1 Title
        • Custom Date 1
        • Custom Date 2 Title
        • Custom Date 2
        • Custom Date 3 Title
        • Custom Date 3
        • Add Tag
        • Force Owner
        • Referral URL
        • Text Message Opt In
        • Email Info Compliance Text
        • Email Info Subscribe
        • Email Promo Subscribe
        • Email Promo Compliance Text
        • Metric Title 1
        • Metric Value 1
        • Metric Title 2
        • Metric Value 2
        • Metric Title 3
        • Metric Value 3
        • Metric Title 4
        • Metric Value 4
        • Metric Title 5
        • Metric Value 5
        • Metric Title 6
        • Metric Value 6
        • Metric Title 7
        • Metric Value 7
        • Metric Title 8
        • Metric Value 8
        • Metric Title 1
        • Metric Value 9
        • Metric Title 10
        • Metric Value 10
        • Note Type Code
        • Note 1 Title
        • Note 1
        • Note 2 Title
        • Note 2
        • Note 3 Title
        • Note 3
        • Note 4 Title
        • Note 4
        • Note 5 Title
        • Note 5
        • Note 6 Title
        • Note 6
        • Note 7 Title
        • Note 7
        • Note 8 Title
        • Note 8
        • Note 9 Title
        • Note 9
        • Note 10 Title
        • Note 10
        • Multi Comments 1 Title
        • Multi Comments 1
        • Multi Comments 2 Title
        • Multi Comments 2
        • Multi Comments 3 Title
        • Multi Comments 3
        • Multi Comments 4 Title
        • Multi Comments 4
        • Multi Comments 5 Title
        • Multi Comments 5
        • Multi Comments 6 Title
        • Multi Comments 6
        • Multi Comments 7 Title
        • Multi Comments 7
        • Multi Comments 8 Title
        • Multi Comments 8
        • Multi Comments 9 Title
        • Multi Comments 9
        • Multi Comments 10 Title
        • Multi Comments 10
        • Contact New Proc ID
        • Contact Dup Proc ID
        • Ignore Web Form Proc ID
        • Contact New Proc CLP User ID
        • Contact Dup Proc CLP UserID
        Action
        Write

      For builders

      Let your AI safely access Engage CRM

      Go beyond Zap workflows. Install Zapier in your AI to call Engage CRM actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

      No code

      Call actions in natural language with Zapier MCP

      Act in Engage CRM from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

      Example actions on this page

      • Add or Edit Contact

      Works with

      Claude · ChatGPT · Cursor · Any MCP-compatible AI

      Install Zapier MCP
      Code

      Work in code with the Zapier SDK

      Expose Engage CRM actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

      Install

      npm install @zapier/zapier-sdk
      npm install -D @zapier/zapier-sdk-cli
      zapier-sdk login
      # create a Engage CRM connection @ https://zapier.com/app/assets/connections

      Run an action

      // Typescript
      import { createZapierSdk } from "@zapier/zapier-sdk";
      
      const zapier = createZapierSdk();
      
      const { data: connection } = await zapier.findFirstConnection({ app: "engage-crm", owner: "me" });
      
      await zapier.runAction({
        app: 'engage-crm',
        action: 'update_contact',
        connection: connection.id,
        input: {
          {inputKeyValuePairs}
        },
      });
      Open the SDK docs

      Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

      Engage CRM Help & Support

      Common questions

      engage-crm logo
      About Engage CRM
      SalesOptima is an online CRM service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.
      Related categories

      Popular Engage CRM Integrations

      Popular Engage CRM Integrations