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Simplify your marketing, sales, and support with the best free CRM software
Small and medium businesses use multiple cloud apps at the same time, for different tasks. Exporting and importing customer contacts and companies for each of these apps can be cumbersome. With the PieSync integration, you can simply connect EngageBay with over 250+ apps, while the contacts and companies are created and synced across different apps instantly.
Duplication and incomplete data can be a pain. Maintain a clean list for high efficiency. PieSync transfers data and updates across the connected cloud apps, automatically, saving you time from manual data entry, and boosting your productivity.
Data stored in silos across different teams and functions can reduce the impact on business decision-making, due to a lack of shared customer information. PieSync allows you to sync across sales, marketing, and customer support platforms.
Signup now & get a FREE onboarding session worth $1199
Signup now & get a FREE onboarding session worth $1199
Easily set up and sync data across all your business apps
Go to PieSync and sign in to your account. If you do not have an account yet, simply create a 14-day trial.
Once you have logged in to PieSync. Search for Engagebay from the list of available applications. Then, select the second application that you want to integrate with.
To connect your EngageBay account, PieSync needs your REST API Key. You can find this in your "Account settings". Then, authorise your second application. You can use the PieSync knowledge base to find your designated application and learn more about the authorisation./p>
PieSync connects both Contacts and Companies. Select the right Customer data type and click ‘next’. If you would like to use both, simply create another connection by clicking on the blue button ‘New Connection’ and walk through these steps again.
You are almost finished. As a final step, edit the default settings so it matches your use case requirements. By default, PieSync will sync all contacts or companies. However, you are in full control of the sync settings. Don’t forget to edit the field mappings and you are ready to go.
Share accurate contact and company information across your business applications.
No more import/export of your data. Save time on data entries and prevent manual errors.
Always have access to the most up to date information.
Integrate EngageBay with over 250+ business applications.
