CRM and Sales tools

EngageBay

3min

The EngageBay modules allow you to watch, create, update, list, and delete companies, contacts, deals, tasks, and tracks in your EngageBay account.

Getting Started with EngageBay

Prerequisites

  • An EngageBay account

In order to use EngageBay with Make, it is necessary to have an EngageBay account. If you do not have one, you can create an EngageBay account at engagebay.com/signup.

Connecting EngageBay to Make

To connect your EngageBay account to Make you need to obtain the API Key from your EngageBay account and insert it in the Create a connection dialog in the Make module.

1. Log in to your EngageBay account.

2. Click your Profile Icon > Account Settings > API & Tracking Code.

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3. Copy the REST API Key to your clipboard.

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4. Go toMake and open the EngageBay module's Create a connection dialog.

5. In the Connection name field, enter a name for the connection.

6. In the API Key field, enter the API Key copied in step 3 and click Continue.

The connection has been established.