EngageBay

engagebay is an all in one marketing, sales, and support crm platform for small businesses integrating with make com allows users to automate customer management, marketing campaigns, and support workflows, improving efficiency and streamlining business operations this is ai generated content based on official engagebay documentation the content may still contain errors—please verify important information if you have questions on vendor documentation, contact https //www engagebay com/support directly requirements to use the engagebay app in make, you must have an active engagebay account and a rest api key, https //www engagebay com/ connect engagebay and {{product name}} to get started, you must first create a connection between engagebay and {{product name}} , allowing the two services to communicate you can connect using the following method api key api key instructions you need to retrieve your rest api key from your engagebay account settings login to your engagebay account using your credentials navigate to the account admin settings section go to the api section locate the rest api key copy the displayed rest api key create the connection in {{product name}} https //www make com/en/register , add the engagebay module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your engagebay or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page engagebay modules after connecting to the engagebay app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add tags to contact adds one or more tags to a specified contact in your database add a contact to a form adds a contact to a specified form submission add a contact to a sequence adds a contact to a specified email or messaging sequence for automated follow up create a company creates a new company record in your system create a contact creates a new contact record in your selected application create a deal creates a new sales deal record in your crm system create a task creates a new task in your selected application create a track creates a new audio track in your selected music library or playlist delete tags from a contact removes selected tags from a specified contact delete a company permanently removes a specified company from your account delete a contact deletes an individual contact from your account delete a deal permanently removes a selected deal from your account delete a task permanently removes a specified task from your account delete a track permanently removes a selected track from your library get a company retrieves detailed information about a specific company get a contact retrieves detailed information for a specific contact using their unique id get a deal retrieves detailed information about a specific deal get a task retrieves detailed information about a specific task get a track retrieves detailed information about a specific track using its unique id list companies retrieves a complete list of all companies in your account list contacts retrieves a complete list of all contacts from your account list deals retrieves a list of deals filtered by a specific track or from the default track list owners retrieves a list of all account or resource owners list tasks retrieves a complete list of all existing tasks list tracks retrieves a complete list of all available tracks from your account make an api call executes a custom api request to the connected service using your authorized credentials update a company updates the details of an existing company record update a contact updates the information of an existing contact in your database update a task updates the details or status of an existing task update a track updates the details or metadata of an existing track watch companies updates triggers when any details of a company record are modified watch contacts updates triggers when any details of an existing contact are modified watch deals updates triggers when any changes are made to an existing deal watch new companies triggers when a new company record is added to your system watch new contacts triggers when a new contact is created in your account watch new deals triggers when a new deal is created in your account watch new tasks triggers when a new task is created in your account watch tasks updates triggers when any changes are made to an existing task templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} engagebay resources you can have access to more resources related to this app on the following links https //community make com/search?q=engagebay https //www engagebay com/ https //github com/engagebay/restapi https //www make com/en/integrations/engagebay