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How Zapier works

Zapier makes it easy to integrate EngageBay Marketing with Formatter by Zapier - no code necessary. See how you can get setup in minutes.

Select a trigger from EngageBay Marketing

A trigger is an event that starts your Zap and runs the workflow. For example, with EngageBay Marketing, a trigger could be "Tag Added to Contact."

A trigger is the event that kicks off your automated workflow.

Setup an action from Formatter by Zapier

An action is what takes place after the automation is triggered. For example, with Formatter by Zapier, the action could be "Date / Time."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected EngageBay Marketing to Formatter by Zapier

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your EngageBay Marketing to Formatter by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect EngageBay Marketing and Formatter by Zapier to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

- 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
Scheduled
Try It
New Event
Triggers when a new event is added to your account upon confirmation.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is added in the EngageBay.
Trigger
Scheduled
Try It
- Field
Trigger
Instant
Try It

- Forms
  Required
Trigger
Scheduled
Try It
- Properties
Trigger
Instant
Try It

Update Company
Triggers when a company is updated.
Trigger
Scheduled
Try It
Update Deal
Triggers when a deal is updated in your account.
Trigger
Scheduled
Try It
- Sequence
  Required
- Email
  Required
Action
Write
- First 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
- Tag
  Required
- Address
- City
- State
- Zip Code
- Country
Action
Search or write
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write

New Company
Triggers when a new company is created.
Trigger
Scheduled
Try It
New Deal
Triggers when a new deal is added to your account upon confirmation.
Trigger
Scheduled
Try It
Get Owners
Trigger to get all owners.
Trigger
Scheduled
Try It
Get Tracks
Tigger to get all tracks.
Trigger
Scheduled
Try It
- List
  Required
- Limit
  Required
Trigger
Scheduled
Try It
- t_fields
Trigger
Instant
Try It
New Unsubscribe
Triggers when a user unsubscribes from your emails.
Trigger
Scheduled
Try It
Update Contact
Triggers when a contact is updates in your account.
Trigger
Scheduled
Try It
Update Task
Triggers when a task is added in the EngageBay.
Trigger
Scheduled
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
- Tag
  Required
- 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)
- Tag
  Required
- Address
- City
- State
- Zip Code
- Country
Action
Write
- Tag
  Required
- Email
  Required
Action
Write
- Search Query
  Required
Action
Search
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write

Learn how to automate EngageBay Marketing on the Zapier blog

Learn how to automate Formatter by Zapier on the Zapier blog

About EngageBay Marketing

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

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

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Related categories

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