EngageBay Marketing + Freshsales Suite

EngageBay Marketing + Freshsales Suite integrations

Create or update EngageBay Marketing contacts when new Freshsales Suite contacts are added

Effortlessly maintain up-to-date contacts across your marketing and sales platforms with this automation. When a new contact is added in Freshsales Suite, this workflow will instantly create or update the same contact in EngageBay Marketing. Easily ensure consistent and accurate information across your systems without any manual data entry.

When this happens...
TriggerPolling
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 Freshsales Suite and EngageBay Marketing

Discover other triggers and actions you can use with Freshsales Suite and EngageBay Marketing

- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Title
  Required
- Associated Module
  Required
- Attendees Email
  Required
- From Date
  Required
- To Date
  Required
- Targetable Id
  Required
- Location
- Description
- Time Zone
- Outcome
Action
Write

- Associated Module
  Required
- Targetable Id
  Required
- Title
  Required
- Due Date
  Required
- Owner Id
  Required
- Outcome Id
  Required
- Description
- Task Type
- Collaborators
Action
Write
- Module Name
  Required
Action
Write

- Associated Module
  Required
- Targetable Id
  Required
- Title
  Required
- Owner Id
  Required
- Start Date
  Required
- End Date
  Required
- Sales Activity Type
  Required
- Outcome
- Location
- Collaborators
- Notes
Action
Write
- Unique Identifer Name
  Required
- Unique Identifier
  Required
- Event Name
  Required
- Additional Event Properties
Action
Write
- Update By
  Required
- Enter Account Name /Account ID
  Required
Action
Write
- Deal ID
  Required
Action
Write
- Search By
  Required
- Enter Account ID / Name
  Required
Action
Search
- Search By
  Required
- Enter Contact ID / Email / Phone No/External ID
  Required
Action
Search
- Search By
  Required
- Enter Contact ID / Email / Phone No/External ID
  Required
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Search or write
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

- Filter Name
  Required
- Include Contact Details
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Select Module
  Required
- Unique Identifier
  Required
- File Name
  Required
- File Path
  Required
- Share with team
Action
Write
- Update By
  Required
- Enter Email / Contact ID
  Required
- Note
  Required
Action
Write
- Name
Action
Write
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Write
- Name
- Deal Value
Action
Write
- Associated module
  Required
- Enter Note
  Required
- Targetable Id
  Required
Action
Write
- Update By
  Required
- Enter Email / Contact ID / Mobile Number / External ID
  Required
- Do You Want to Update Lifecycle Stage and Status
- Choose one of the operation
- List Name
Action
Write
- Email ID of the User
  Required
Action
Search
- Find By
  Required
- Enter Name / Deal ID
  Required
Action
Search
- Search By
  Required
- Enter Account ID / Name
  Required
- Name
Action
Search or write
- 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 EngageBay Marketing

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

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About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

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