EngageBay Marketing + Freshsales Suite

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 Contact
Updates the contact based on the email address. Creates a new contact if one is not found.
ActionWrite

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Supported triggers and actions

- Filter NameRequired
Trigger
Polling
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- Filter NameRequired
Trigger
Polling
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- Filter NameRequired
Trigger
Polling
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- Filter NameRequired
Trigger
Polling
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- TitleRequired
- Associated ModuleRequired
- Attendees EmailRequired
- From DateRequired
- To DateRequired
- Targetable IdRequired
- Location
- Description
- Time Zone
- Outcome
Action
Write

- Associated ModuleRequired
- Targetable IdRequired
- TitleRequired
- Due DateRequired
- Owner IdRequired
- Outcome IdRequired
- Description
- Task Type
- Collaborators
Action
Write
- Module NameRequired
Action
Write

- Associated ModuleRequired
- Targetable IdRequired
- TitleRequired
- Owner IdRequired
- Start DateRequired
- End DateRequired
- Sales Activity TypeRequired
- Outcome
- Location
- Collaborators
- Notes
Action
Write
- Unique Identifer NameRequired
- Unique IdentifierRequired
- Event NameRequired
- Additional Event Properties
Action
Write
- Update ByRequired
- Enter Account Name /Account IDRequired
Action
Write
- Deal IDRequired
Action
Write
- Search ByRequired
- Enter Account ID / NameRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
- 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
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New Deal
Triggers when a new deal is added to your account upon confirmation.
Trigger
Polling
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Get Owners
Trigger to get all owners.
Trigger
Polling
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Get Tracks
Tigger to get all tracks.
Trigger
Polling
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- NameRequired
Trigger
Instant
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- ListRequired
- LimitRequired
Trigger
Polling
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- Properties
Trigger
Instant
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Update Company
Triggers when a company is updated.
Trigger
Polling
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Update Deal
Triggers when a deal is updated in your account.
Trigger
Polling
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- SequenceRequired
- EmailRequired
Action
Write
- Name
- Phone Number
- EmailRequired
- Timezone
- Start TimeRequired
- End TimeRequired
Action
Write
- FormRequired
- EmailRequired
Action
Write
- TagRequired
- EmailRequired
Action
Write
- EmailRequired
Action
Write
- Search QueryRequired
- EmailRequired
- 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 NameRequired
- Include Contact Details
Trigger
Polling
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- Filter NameRequired
Trigger
Polling
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- Filter NameRequired
Trigger
Polling
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- Select ModuleRequired
- Unique IdentifierRequired
- File NameRequired
- File PathRequired
- Share with team
Action
Write
- Update ByRequired
- Enter Email / Contact IDRequired
- NoteRequired
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 moduleRequired
- Enter NoteRequired
- Targetable IdRequired
Action
Write
- Update ByRequired
- Enter Email / Contact ID / Mobile Number / External IDRequired
- Do You Want to Update Lifecycle Stage and Status
- Choose one of the operation
- List Name
Action
Write
- Email ID of the UserRequired
Action
Search
- Find ByRequired
- Enter Name / Deal IDRequired
Action
Search
- Search ByRequired
- Enter Account ID / NameRequired
- Name
Action
Search or write
- TagRequired
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
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New Event
Triggers when a new event is added to your account upon confirmation.
Trigger
Polling
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New Task
Triggers when a new task is added in the EngageBay.
Trigger
Polling
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- Field
Trigger
Instant
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- ListRequired
Trigger
Instant
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- t_fields
Trigger
Instant
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New Unsubscribe
Triggers when a user unsubscribes from your emails.
Trigger
Polling
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Update Contact
Triggers when a contact is updates in your account.
Trigger
Polling
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Update Task
Triggers when a task is added in the EngageBay.
Trigger
Polling
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- EmailRequired
- 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
- EmailRequired
- SubjectRequired
- Priority
- Type
- Status
- Assignee
- Message
Action
Write
- EmailRequired
- 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
- TagRequired
- EmailRequired
Action
Write
- Search QueryRequired
Action
Search

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 Freshsales Suite

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

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Related Zap Templates

Add new Freshsales Suite contacts to EngageBay Marketing as contacts

Related Zap Templates

Add new Freshsales Suite contacts to EngageBay Marketing as contacts

EngageBay Marketing + Freshsales Suite

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

Contacts Added to a List

New Account

Contact Updated

New Deal

Create Meeting

Create Task

Create a Record on Custom Module

Create Custom Sales Activity

Create a Marketing Event

Update Account

Update Deal

Find Account

Find Contact by Unique Fields

Search the matching Contacts

New Company

New Deal

Get Owners

Get Tracks

Instant New Form Submission

[Deprecated] New Contact in List

Ticket Updated

Update Company

Update Deal

Add Contact to Sequence

Create Event

Add Contact to Form

Remove Tag From a Contact

Unsubscribe From Emails

Find or Create Contact

Deal Updated

Account Updated

New Contact

Add File

Add Note to Contact

Create Account

Create Contact

Create Deal

Add Note

Update Contact

Find User

Find Deal

Search the matching Account

Tag Added to Contact

New Contact

New Event

New Task

Instant Deal Update

Contact Added to a List (Instant)

Ticket Created

New Unsubscribe

Update Contact

Update Task

Create Contact

Create Ticket

Create or Update Contact

Add Tag to Contact

Find Contact

About EngageBay Marketing

Related categories

Similar apps

Zapier Interfaces

About Freshsales Suite

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates