--- title: EngageBay slug: -4YE-engagebay description: How to integrate EngageBay with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_engagebay.png docTags: createdAt: 2025-11-27T23:37:58.048Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/engagebay.png" alt="EngageBay logo" caption size="50" width="512" height="512"} | 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. | | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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 [EngageBay ](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, [create your account on EngageBay.](https://www.engagebay.com/) # Connect EngageBay and Make To get started, you must first create a connection between EngageBay and Make, 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. ::::WorkflowBlock :::WorkflowBlockItem Login to your EngageBay account using your credentials. ::: :::WorkflowBlockItem Navigate to the Account Admin Settings section. ::: :::WorkflowBlockItem Go to the API section. ::: :::WorkflowBlockItem Locate the REST API Key. ::: :::WorkflowBlockItem Copy the displayed REST API Key. ::: :::: ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the EngageBay module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *in the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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 **[Connect an application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # EngageBay modules After connecting to the EngageBay app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Add Tags to Contact Adds one or more tags to a specified contact in your database. ::: :::ExpandableHeading ### Add a Contact to a Form Adds a contact to a specified form submission. ::: :::ExpandableHeading ### Add a Contact to a Sequence Adds a contact to a specified email or messaging sequence for automated follow-up. ::: :::ExpandableHeading ### Create a Company Creates a new company record in your system. ::: :::ExpandableHeading ### Create a Contact Creates a new contact record in your selected application. ::: :::ExpandableHeading ### Create a Deal Creates a new sales deal record in your CRM system. ::: :::ExpandableHeading ### Create a Task Creates a new task in your selected application. ::: :::ExpandableHeading ### Create a Track Creates a new audio track in your selected music library or playlist. ::: :::ExpandableHeading ### Delete Tags From a Contact Removes selected tags from a specified contact. ::: :::ExpandableHeading ### Delete a Company Permanently removes a specified company from your account. ::: :::ExpandableHeading ### Delete a Contact Deletes an individual contact from your account. ::: :::ExpandableHeading ### Delete a Deal Permanently removes a selected deal from your account. ::: :::ExpandableHeading ### Delete a Task Permanently removes a specified task from your account. ::: :::ExpandableHeading ### Delete a Track Permanently removes a selected track from your library. ::: :::ExpandableHeading ### Get a Company Retrieves detailed information about a specific company. ::: :::ExpandableHeading ### Get a Contact Retrieves detailed information for a specific contact using their unique ID. ::: :::ExpandableHeading ### Get a Deal Retrieves detailed information about a specific deal. ::: :::ExpandableHeading ### Get a Task Retrieves detailed information about a specific task. ::: :::ExpandableHeading ### Get a Track Retrieves detailed information about a specific track using its unique ID. ::: :::ExpandableHeading ### List Companies Retrieves a complete list of all companies in your account. ::: :::ExpandableHeading ### List Contacts Retrieves a complete list of all contacts from your account. ::: :::ExpandableHeading ### List Deals Retrieves a list of deals filtered by a specific track or from the default track. ::: :::ExpandableHeading ### List Owners Retrieves a list of all account or resource owners. ::: :::ExpandableHeading ### List Tasks Retrieves a complete list of all existing tasks. ::: :::ExpandableHeading ### List Tracks Retrieves a complete list of all available tracks from your account. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### Update a Company Updates the details of an existing company record. ::: :::ExpandableHeading ### Update a Contact Updates the information of an existing contact in your database. ::: :::ExpandableHeading ### Update a Task Updates the details or status of an existing task. ::: :::ExpandableHeading ### Update a Track Updates the details or metadata of an existing track. ::: :::ExpandableHeading ### Watch Companies Updates Triggers when any details of a company record are modified. ::: :::ExpandableHeading ### Watch Contacts Updates Triggers when any details of an existing contact are modified. ::: :::ExpandableHeading ### Watch Deals Updates Triggers when any changes are made to an existing deal. ::: :::ExpandableHeading ### Watch New Companies Triggers when a new company record is added to your system. ::: :::ExpandableHeading ### Watch New Contacts Triggers when a new contact is created in your account. ::: :::ExpandableHeading ### Watch New Deals Triggers when a new deal is created in your account. ::: :::ExpandableHeading ### Watch New Tasks Triggers when a new task is created in your account. ::: :::ExpandableHeading ### Watch Tasks Updates Triggers when any changes are made to an existing task. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # EngageBay resources You can have access to more resources related to this app on the following links - [EngageBay topics on Make community](https://community.make.com/search?q=EngageBay) - [EngageBay website](https://www.engagebay.com/) - [EngageBay API documentation](https://github.com/engagebay/restapi) - [EngageBay page on make](https://www.make.com/en/integrations/engagebay) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::