EngageBay Marketing + Process Street

EngageBay Marketing + Process Street integrations

Create or update EngageBay Marketing contacts from new Process Street workflow runs

Effortlessly streamline and manage your contacts with this automation. When a new workflow run occurs in Process Street, this workflow will create or update a contact in EngageBay Marketing, ensuring your contacts stay up-to-date and organized. Say goodbye to manual contact management and focus on growing your marketing efforts with this efficient workflow.

When this happens...
New Workflow RunTriggers when a workflow is run.
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 Process Street and EngageBay Marketing

Discover other triggers and actions you can use with Process Street and EngageBay Marketing

- Workflow
Trigger
Instant
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- Data Set
  Required
Trigger
Instant
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- Workflow
- Author
Trigger
Instant
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- Workflow
- Author
Trigger
Instant
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- Workflow
- Task
Trigger
Instant
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- Data Set
  Required
Action
Write
- Workflow
  Required
- Workflow Run ID
  Required
- Workflow Run Name
- Workflow Run Status
- Assign to
- Due Date
- Shared
Action
Write

- Workflow
  Required
- Workflow Run
  Required
- Task
  Required
- Task Status
- Due Date
Action
Write
- HelpCopy
- Workflow Run ID
- Workflow
- Workflow run name
- Workflow run status
- Assigned to
- Due date
Action
Search
- HelpCopy
- Workflow Run ID
- Workflow
  Required
- Workflow run name
- Workflow run status
- Assigned to
- Due date
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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- Name
  Required
Trigger
Instant
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- List
  Required
- Limit
  Required
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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- 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

- Data Set
  Required
Trigger
Instant
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- Data Set
  Required
Trigger
Instant
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- Workflow
Trigger
Instant
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- Workflow
- Task
Trigger
Instant
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- Workflow
  Required
Action
Write
- Data Set
  Required
- Data Set Record
  Required
Action
Write
- Data Set
  Required
- Data Set Record
  Required
Action
Write
- Data Set
  Required
Action
Search
- Data Set
  Required
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
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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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- List
  Required
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
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.

Learn moreLearn moreHelpHelp

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About Process Street

Process Street is a Compliance Operations platform that lets non-technical teams create powerful, API-driven workflows with built-in enforcement and proof.

Learn moreLearn moreHelpHelp

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