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EngageBay + Zoho Desk Integrations

Appy Pie Connect allows you to automate multiple workflows between EngageBay and Zoho Desk

About EngageBay

EngageBay is a simple, affordable all-in-one marketing and sales software built for small businesses.

About Zoho Desk

Zoho Desk is a context-aware help desk software that helps businesses focus on the customer. It's convenient to use, can be customized to fit any business.

Zoho Desk Integrations
Zoho Desk Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Zendesk Zendesk
  • Freshdesk Freshdesk

Best EngageBay and Zoho Desk Integrations

  • EngageBay MailChimp

    EngageBay + MailChimp

    Subscribe new EngageBay contacts to a Mailchimp list Read More...
    When this happens...
    EngageBay New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Now, it's easier than ever to add new contacts from EngageBay Subscribers to your MailChimp list. Integrate your EngageBay with MailChimp and automatically add all your EngageBay to MailChimp mailing list. This EngageBay integration helps you collect valuable data from your customers to help you target your audience with effective marketing campaigns.
    How It Works
    • A new contact is added in EngageBay
    • Appy Pie Connect adds your contact to a Mailchimp list
    Apps Involved
    • EngageBay account
    • Mailchimp account
  • EngageBay Google Contacts

    EngageBay + Google Contacts

    Add your EngageBay contacts to your Google Contacts Read More...
    When this happens...
    EngageBay New Contact
     
    Then do this...
    Google Contacts Create or Update Contacts
    Do you manually update all your contacts lists with the same information? If you set up this Google Contacts-EngageBay integration, all new Google Contacts will be immediately sent to EngageBay, where contacts will be generated or updated if a match is discovered, saving you time, and preventing omissions.
    The Method of Action
    • A new contact is added to Google Contacts
    • Appy Pie Connect automatically add them to Google Contact
    Apps Involved
    • EngageBay account
    • Google Contacts
  • EngageBay Google Contacts

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    EngageBay {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect EngageBay + Zoho Desk in easier way

It's easy to connect EngageBay + Zoho Desk without coding knowledge. Start creating your own business flow.

    Triggers
  • New Company

    Trigger when new company created.

  • New Contact

    Trigger when new contact created.

  • New Contact in List

    Trigger when a contact added to the specified list.

  • New Deal

    Trigger when new deal created.

  • New Form Submission

    Triggered every time a new form submission occurs.

  • New Product

    Trigger when new product created.

  • New Task

    Trigger when new task crreated.

  • New Ticket

    Trigger when new ticket created.

  • Updated Company

    Trigger when any company updated.

  • Updated Contact

    Trigger when any contact updated.

  • Updated Deal

    Trigger when any deal updated

  • Updated Task

    Trigger when any task updated.

  • New Contact

    Triggers when new contact is created.

  • New Ticket

    Trigger when new ticket comes.

    Actions
  • Add Contact to Form

    Adds a contact to a form in your account.

  • Add Contact to Sequence

    Adds a contact to a sequence.

  • Add Tag to Contact

    Adds a new tag to a contact. A tag is a label for the identification of a contact.

  • Create Contact

    Creates a new contact.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Updates the contact based on the email address. Creates a new contact if one is not found.

  • Remove Tag From a Contact

    Remove tag from a contact. A tag is a label for the identification of a contact.

  • Create Account

    Create an Account

  • Create Customer

    Creates a customer.

  • Create Ticket

    Creates a Ticket.

  • Update Contact

    Update a contact.

  • Update Ticket

    Updates an existing ticket.

How EngageBay & Zoho Desk Integrations Work

  1. Step 1: Choose EngageBay as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate EngageBay with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Zoho Desk as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Zoho Desk with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of EngageBay and Zoho Desk

  • EngageBay?
  • EngageBay is a leading contact center spution that provides a unique combination of automation and business intelligence for end-to-end customer engagement. EngageBay is a web-based customer support platform. It is a fully integrated spution that allows organizations to manage, track, and improve every interaction with their customers. It has been designed with an emphasis on usability and simplicity – with a goal of making it quick and easy for agents to learn how to use the system. EngageBay provides a comprehensive set of features for managing all aspects of a contact center – from composing personalized emails and SMS, to tracking customer interactions with a proactive dashboard. Through the integration with Zoho Desk, now your team can also access EngageBay from Zoho Desk.

  • Zoho Desk?
  • Zoho Desk is a cloud-based customer service software that helps you deal with customer questions and inquiries via chat, email, phone, or social media. It is simple enough for a single user, yet robust enough for your entire team to tackle complex customer service challenges. With Zoho Desk, users can easily share important information with their customers. They can also cplaborate with other team members to provide a quick response to questions and requests. Furthermore, they can view reports to gain insights into what’s working and what isn’t. The integration with EngageBay offers seamless handover between agents if needed. With Zoho Desk, your team can benefit from the fplowing features:

    Live Chat – Anywhere, Anytime

    Instant Messaging – Stay in Touch Locally or Globally

    SMS – Communication at Your Fingertips

    Email – Communicate Directly with Customers

    Social Media – Be Your Customers’ First Point of Contact

    For more information about the integration of EngageBay and Zoho Desk, please visit https://www.zohodesk.com/integrations/engagebay/

  • Integration of EngageBay and Zoho Desk
  • The integration of EngageBay and Zoho Desk enables teams to provide an enhanced customer experience by conspidating all their customer interactions into one central platform. The integration will give customers an integrated experience across channels through which they can interact with companies. The complete overview of the integration process is given below:

    Step 1. Create an account on Zoho Desk first. You can create an account using your existing Google Account or by creating a new one if you don’t have one already. Once you register, you will be taken through the “Getting Started” wizard where you can customize your settings. On successful completion of this step, you will receive an email at the address you used during the sign-up process with your password. This email will contain your password in plain text, so make sure you are receiving it at a private email address. If you are not receiving the email within 30 minutes, then verify your email address or try resetting your password using the link provided in the email itself. After you have received the email with your password, enter it in the appropriate field on the screen and click “Login” button to log in to Zoho Desk for the first time. Note that now whenever you login to Zoho Desk, you will be required to use your email address as your username instead of your company name as mentioned above. Step 2. Go to Settings > Integrations > Add Integration > Choose “EngageBay” from the list of integrations > Click on Continue > You will now see two options – offsite integration and onsite integration. For offsite integration, you have to click on “Add Integration” button under “Offsite Integration” section. For onsite integration, click on “Continue” button under “Onsite Integration” section. Step 3. Fill out the form that appears on the next page and then click on “Save & Start New Session” button at the bottom of the page. A. Enter API Access Credentials. API Access API Login API Password API Secret B. You will be presented with option of integrating either EngageBay or Zoho Desk or both of them together. If you want to integrate both EngageBay and Zoho Desk together, then click on “Integrate Both Applications” button and proceed further if you want to integrate only EngageBay then click on “Integrate Only EngageBay” button and proceed further if you want to integrate only Zoho Desk then click on “Integrate Only Zoho Desk” button and proceed further. Step 4. On successful completion of this step, you will receive an email at the address you used during the sign-up process with your API token key for EngageBay integration or API token key for Zoho Desk integration or API token key for both EngageBay and Zoho Desk integration if you had selected both applications together on Step 3 (see screenshot below. This email will contain your API token key in plain text, so make sure you are receiving it at a private email address. If you are not receiving the email within 30 minutes, then verify your email address or try resetting your password using the link provided in the email itself. Step 5. Now that you have received the API token key for EngageBay integration or API token key for Zoho Desk integration or API token key for both EngageBay and Zoho Desk integration if you had selected both applications together on Step 3 above, copy/paste this API token key into “Authorization Key” field in settings page of Zoho Desk under Integrations page (as shown in screenshot below. Step 6. On successful completion of this step, go back to Integrations Page in Zoho Desk and click on Activate link provided in “Status” cpumn against your API Token Key in order to activate it (as shown in screenshot below. You will receive a confirmation email once this operation has been completed successfully when you login again to Zoho Desk from next time onwards when this API Token Key will become active for use when integrating Zoho Desk with EngageBay hereunder mentioned steps 7-9. Note that it may take time up to 15 minutes for this API Token Key to become active after clicking on Activate link hereunder mentioned steps 7-9 during which time no further steps should be taken to activate this API Token Key until confirmation email is received by logging into Zoho Desk again after 15 minutes interval from clicking on Activate link hereunder mentioned steps 7-9 so that delay in activation of API Token Key can be avoided if possible due to any technical glitch in system that may result into activation taking longer than usual time period stated above up to 15 minutes interval or sometimes even longer than 15 minutes interval due to some technical reason(s. that may occur due to non-availability of internet connection or any other technical glitch(s. that may occur while activation is taking place due to reasons beyond contrp like outage or loss of internet connection etc., even though such time period may exceed 15 minutes interval beyond 15 minutes interval mentioned above due its non availability for any reason(s. mentioned above etc., if it does occur for any reason(s. beyond contrp like outage or loss of internet connection etc., at all times taking into account that such delay should be reduced if possible by logging into Zoho Desk again after 15 minutes interval from clicking on Activate link hereunder mentioned steps 7-9 but if such delay should occur beyond 15 minutes interval mentioned above due its non availability for any reason(s. mentioned above etc., so long as confirmation email is received within 24 hours maximum from clicking on Activate link hereunder mentioned steps 7-9 so that delay in activation of API Token Key can be avoided if possible due to any technical glitch in system that may result into activation taking longer than usual time period stated above up to 15 minutes interval or sometimes even longer than 15 minutes interval due to some technical reason(s. that may occur due to non-availability of internet connection or any other technical glitch(s. that may occur while activation is taking place due to reasons beyond contrp like outage or loss of internet connection etc., even though such time period may exceed 15 minutes interval beyond 15 minutes interval mentioned above due its non availability for any reason(s. mentioned above etc., if it does occur for any reason(s. beyond contrp like outage or loss of internet connection etc., at all times taking into account that such delay should be reduced if possible by logging into Zoho Desk again after 15 minutes interval from clicking on Activate link hereunder mentioned steps 7-9 but if such delay should occur beyond 15 minutes interval mentioned above due its non availability for any reason(s. mentioned above etc., so long as confirmation email is received within

    The process to integrate 403 Forbidden and 403 Forbidden may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.