Integrate EngageBay with Picky Assist

Send information between EngageBay and Picky Assist automatically, without writing any code, using Zoho Flow.

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Send a greeting email in Picky Assist for a newly added contact in EngageBay

Send personalized welcome emails to every new contact in your marketing, sales, support and CRM application. This flow will send a welcome email in Picky Assist when a new contact is created in EngageBay.

How it works
  1. The flow triggers when a new contact is created in EngageBay.
  2. Zoho Flow sends a new Whatsapp or SMS message in Picky Assist.
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Send a greeting email in Picky Assist for a newly added contact in EngageBay

EngageBay + Picky Assist

Build your own integrations between EngageBay and Picky Assist

Connect EngageBay and Picky Assist with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate EngageBay and Picky Assist using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company created

Triggers when a new company is created

Deal created

Triggers when a new deal is created

Contact created

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Create task

Creates a new task

Create company

Creates a new company

Create event

Creates a new event

Create contact

Creates a new contact

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact

Send message

Sends a new Whatsapp or SMS message

What is EngageBay?

EngageBay is a marketing, sales, support and CRM application for growing companies. It provides features such as marketing automation, contact management, deal pipeline, and more.

CRM Marketing Automation

What is Picky Assist?

Picky Assist helps you automate your business and provides tools to engage your customers 24x7 through different social messaging platforms.

Notifications Phone/SMS

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Hitesh Matlani

Director - Business Development and Operations, Avid Brio

Zoho Flow has helped us save close to 3,500 hours per year and increased our revenue by over half a million euros per year across all selling channels. Its versatility and limitless capabilities ensured we can run complex workflows and automate our business without increasing labor costs. Their custom functions are a game changer for us and it ensures all our data is in sync across all the systems.

Ferdinando Ploschberger

Business Controller & Process Transformation Manager, Innoliving

Using Zoho Flow, we’re able to tie together different Zoho applications into a cohesive and sophisticated system. It has also enabled SHARC to avoid messy external solutions, like Zapier, that can be a struggle to maintain and create more costs. Zoho Flow directly saved over 400 hours/year of the staff’s time from having to input or interact with the system unnecessarily, and improved accuracy by reducing human error.

Brett Stewart

Senior Project Manager, Ultravision

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