Integrate Everest Forms with EngageBay

Send information between Everest Forms and EngageBay automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Create a new contact in EngageBay whenever a form is submitted through Everest Forms

Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This flow will generate a new contact in EngageBay using the form responses obtained from Everest Forms.

How it works
  1. The flow triggers when a new form entry is added in Everest Forms.
  2. Zoho Flow creates a new contact in EngageBay.
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Create a new contact in EngageBay whenever a form is submitted through Everest Forms

Everest Forms + EngageBay

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Log a contact in EngageBay each time a form submission occurs in Everest Forms

Ensure your marketing tool receives lead data promptly for immediate follow-up. This flow will create a new contact in EngageBay for new responses received from Everest Forms.

How it works
  1. The flow triggers when a new form entry is added in Everest Forms.
  2. Zoho Flow creates a new contact in EngageBay.
+

Log a contact in EngageBay each time a form submission occurs in Everest Forms

Everest Forms + EngageBay

Build your own integrations between Everest Forms and EngageBay

Connect Everest Forms and EngageBay with over 700+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Everest Forms and EngageBay using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry added

Triggers when a new form entry is added

Deal created

Triggers when a new deal is created

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company is created

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Create contact

Creates a new contact

Create company

Creates a new company

Create task

Creates a new task

Create event

Creates a new event

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact

What is Everest Forms?

Everest Forms is a drag and drop form builder plugin that lets you create beautiful forms, including contact forms, within minutes. The plugin is lightweight, fast, and mobile responsive.

Forms WordPress Plugins

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

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.

Learn more >

Custom functions

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

Learn more >

Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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