EngageBay is an all-in-one CRM with marketing, sales, and service modules. We connect through its REST API using a per-account API key and write Contacts, Companies, Deals, and Tickets.
EngageBay automations can fire outbound webhooks on contact, deal, and ticket events, which gives us the trigger surface to start AI follow-up campaigns from inside EngageBay.
Popular workflow recipes
When this happens → do thatTriggers & Actions
5 triggers · 4 actionsA Contact, Lead, or Deal is created in EngageBay from any source (chat, web form, manual entry).
A EngageBay Deal or Lead moves between stages or has its status updated.
Any EngageBay property or custom field changes value — use it as a trigger for AI follow-ups.
A EngageBay record is reassigned to a different sales rep or team.
Service tickets in the EngageBay helpdesk module.
From chat, voice, and form submissions.
In any sales pipeline with stage, owner, and value.
When the AI detects a service issue mid-conversation.
Log transcripts and AI summaries.
How to connect EngageBay
~10 minutes- EngageBay's webhooks are one-way: they POST events out to us, but they don't accept webhook POSTs in. To push new records into EngageBay we always use the REST API directly.