--- title: EngageBay slug: 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: 2025-02-03T13:28:36.234Z --- | :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. Integrating EngageBay with Make.com allows users to automate contact management, email campaigns, deal tracking, and customer support workflows directly within their EngageBay account. | | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} This is AI-generated content based on official EngageBay documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact [EngageBay](https://www.engagebay.com/) 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/). For subscription, refer to the [EngageBay pricing page](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. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your API Key in your EngageBay account** ::: :::WorkflowBlockItem **Create the connection in Make.** ::: :::: ## Obtain your API Key in your EngageBay account Before you create the connection in Make, you should first obtain your **API Key** in your EngageBay account. To obtain your **API Key **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to** Account Admin Settings**. ::: :::WorkflowBlockItem Click on** API**. ::: :::WorkflowBlockItem Copy the** API** key shown under REST** API** Key. ::: :::: You will use this value while creating a connection in Make. Because the UI might have changed, the steps you see on your screen might be different, [check the vendor documentation for updates.](https://github.com/engagebay/restapi) ## 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 account 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 selected contact in your account. ::: :::ExpandableHeading ### Add a Contact to a Form Adds a contact to a specified form. ::: :::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 Adds a new company record to your account. ::: :::ExpandableHeading ### Create a Contact Adds a new contact to your account. ::: :::ExpandableHeading ### Create a Deal Creates a new sales deal record in your account. ::: :::ExpandableHeading ### Create a Task Creates a new task in your selected application. ::: :::ExpandableHeading ### Create a Track Creates a new music track in your selected account. ::: :::ExpandableHeading ### Delete Tags From a Contact Removes selected tags from a specified contact. ::: :::ExpandableHeading ### Delete a Company Removes a specified company record from your account. ::: :::ExpandableHeading ### Delete a Contact Removes a specific contact from your account. ::: :::ExpandableHeading ### Delete a Deal Permanently removes a selected deal from your account. ::: :::ExpandableHeading ### Delete a Task Permanently removes a selected task from your account. ::: :::ExpandableHeading ### Delete a Track Removes a specific track from your library or playlist. ::: :::ExpandableHeading ### Get a Company Retrieves detailed information about a specific company. ::: :::ExpandableHeading ### Get a Contact Retrieves detailed information about 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 from a specified track or from the default track. ::: :::ExpandableHeading ### List Owners Retrieves a complete list of all account 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 in your account. ::: :::ExpandableHeading ### Update a Contact Updates the information of an existing contact in your account. ::: :::ExpandableHeading ### Update a Task Modifies the details of an existing task. ::: :::ExpandableHeading ### Update a Track Updates the details or metadata of a specific track. ::: :::ExpandableHeading ### Watch Companies Updates Triggers when any information about a company is modified. ::: :::ExpandableHeading ### Watch Contacts Updates Triggers when any information about a contact is modified. ::: :::ExpandableHeading ### Watch Deals Updates Triggers whenever 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"} :::