Integrate EngageBay Marketing with Retently

Trigger NPS/CSAT surveys after marketing campaigns or sales interactions, sync customer contact and interaction data with Retently, and use feedback scores to refine marketing strategies and customer engagement approaches.

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About EngageBay Marketing

EngageBay is an all-in-one marketing and sales software designed for small businesses, helping manage contacts, sales, and marketing tasks seamlessly.

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EngageBay Marketing to Retently

1

Tag Added to Contact

Triggers when a given tag is associated with the contact.
2

New Contact

Triggers when a new contact is added to your account upon confirmation.
3

New Event

Triggers when a new event is added to your account upon confirmation.
4

New Task

Triggers when a new task is added in EngageBay.
5

Instant Deal Update

Triggers when a deal is updated to the given deal ID.
6

New Form Submission

Triggered every time a new form submission occurs.
7

Ticket Updated

Triggers when a support ticket is updated.
8

Update Company

Triggers when a company is updated.
9

Update Deal

Triggers when a deal is updated in your account.
10

New Company

Triggers when a new company is created.
11

New Deal

Triggers when a new deal is added to your account upon confirmation.
12

Get Owners

Triggers to get all owners.
13

Get Tracks

Triggers to get all tracks.
14

New Contact in List

Triggered every time a contact is added to the specified list.
15

Ticket Created

Triggers when a new ticket is created in EngageBay.
16

New Unsubscribe

Triggers when a user unsubscribes from your emails.
17

Update Contact

Triggers when a contact is updated in your account.
18

Update Task

Triggers when a task is added in EngageBay.
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Retently to EngageBay Marketing

1

Add Contact to Sequence

Adds a contact to a sequence.
2

Create Event

Creates a new event.
3

Add Contact to Form

Adds a contact to a form in your account.
4

Remove Tag From a Contact

Removes a tag from a contact.
5

Unsubscribe From Emails

Unsubscribes the given email address from your account.
6

Find or Create Contact

Finds an existing contact.
7

Create Contact

Creates a new contact.
8

Create Ticket

Creates a new ticket.
9

Create or Update Contact

Creates a new contact if one is not found.
10

Add Tag to Contact

Adds a new tag to a contact.
11

Find Contact

Finds an existing contact.

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