SharePoint + EngageBay Integrations

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

About SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

About EngageBay

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

EngageBay Integrations

Best SharePoint and EngageBay Integrations

  • SharePoint MailChimp

    EngageBay + MailChimp

    Subscribe new EngageBay contacts to a Mailchimp list
    When this happens...
    SharePoint 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
  • SharePoint Google Contacts

    EngageBay + Google Contacts

    Add your EngageBay contacts to your Google Contacts
    When this happens...
    SharePoint 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
  • SharePoint Google Contacts

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

    {{item.message}}
    When this happens...
    SharePoint {{item.triggerTitle}}
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect SharePoint + EngageBay in easier way

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

  • New Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list created.

  • 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.

  • 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.

How SharePoint & EngageBay Integrations Work

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

    (30 seconds)

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

    (10 seconds)

  3. Step 3: Select EngageBay as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate EngageBay with Appy Pie Connect.

    (2 minutes)

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

Integration of SharePoint and EngageBay

SharePoint is a platform from Microsoft that allows you to share and manage information across the organization. It has been around since 2001, but was not available as a cloud-based service until 2010. In 2010, SharePoint was combined with Office 365, which is a suite of productivity software, including word processing, spreadsheets, presentations, email client, instant messaging client, and a social networking client. Now, customers have the option to use either a SharePoint server or Office 365 as their foundation for cplaboration.

EngageBay is a cloud-based web conferencing spution. It allows users to create a virtual meeting space where they can upload documents, share applications, and allow their users to participate in discussions. EngageBay also provides features like desktop sharing, video conferencing, screen sharing, ppling, file sharing, and instant messaging communication. It is integrated with most popular document editing software like Microsoft Word, Excel, PowerPoint, and OneNote. It also provides integration with enterprise applications like Salesforce, SugarCRM, and FileMaker Pro.

Integration of SharePoint and EngageBay is very important because it allows businesses to create an internal communication top that reduces communication costs and increases productivity. By sharing content on the cloud instead of sending emails back and forth through the organization, companies can save time and money. If employers want to create an internal communication top with SharePoint and EngageBay, they should consider creating an intranet site. To create an intranet site is easy. You just need to open up SharePoint Central Administration and navigate to the SharePoint Admin Home > Create > SharePoint site. Once you select your site template, choose the Business category and click on the Enterprise Cplaboration Site template. This will allow you to create an intranet site for your business with tops like team sites, discussion boards, wikis, libraries, surveys, blogs, calendars, etc. For more detailed steps on how to create an intranet site with SharePoint see this guide by Microsoft.

By integrating SharePoint with EngageBay businesses are able to communicate with their employees more effectively. With the help of EngageBay’s Web Conferencing sputions businesses are able to conduct meetings more efficiently. With the right tops your business will be able to cplaborate more easily and produce better results.

The process to integrate SharePoint and EngageBay 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.