EngageBay
 | 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. |
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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 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. For subscription, refer to the EngageBay pricing page.
Connect EngageBay and Make
To get started, you must first create a connection between EngageBay and Make, allowing the two services to communicate.
Obtain your API Key in your EngageBay account
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 :
Navigate to Account Admin Settings.
Click on API.
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.
Create the connection in Make
Log in in your Make account, add the EngageBay module to your scenario, 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 account or follow the on-screen instructions to create the connection.
For detailed information on connecting an application, see Connect an applicationConnect an application. page.
EngageBay modules
After connecting to the EngageBay app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, 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