EngageBay and Zapier: what syncs, what doesn't, and how to set it up
The EngageBay Marketing app in Zapier starts Zaps from contact, deal, task and ticket events. Its actions write contacts, notes, events and tickets, but not deals or companies.
- Connector
- Zapier app directory listing named EngageBay Marketing, also promoted on EngageBay's own Zapier page; the pages don't name the developer
- Sync direction
- Mostly EngageBay → Zapier for contacts, companies, deals and tasks; Zapier → EngageBay for contacts, notes, events and tickets
- Setup time
- Not stated in the vendors' docs; each workflow is its own Zap
- Availability
- Zapier lists a Free tier; neither vendor's pages say which Zapier or EngageBay plan the app needs
- Our rating
- 4 out of 5. Instant triggers for contacts, deals, tasks and tickets, but no action creates or updates a deal or company.
| What | Direction | Detail |
|---|---|---|
| Contact events | EngageBay → Zapier | Triggers for new contact, contact property change (you pick the fields), contact unsubscribed, tag added to contact and contact added to a list. The current versions are instant, powered by webhooks. |
| Deal events | EngageBay → Zapier | Triggers for new deal, deal property change and tag added to deal. Zapier lists no action that creates or updates a deal. |
| Company events | EngageBay → Zapier | Triggers for new company and company property change. Zapier lists no company action. |
| Tasks, events and form submissions | EngageBay → Zapier | Triggers for new task, task property change, new event and new form submission (you choose the form). Zapier lists no action that creates a task. |
| Tickets | Two-way | Triggers for new ticket and ticket updated; the Create Ticket action needs an email and a subject. Each direction is a separate Zap. |
| Contact create, update and search | Zapier → EngageBay | Create Contact, Create or Update Contact (matches on email), Find Contact and Find or Create Contact. Email is the required field on the write actions. |
| Tags, sequences, forms and unsubscribes | Zapier → EngageBay | Add Tag to Contact, Remove Tag From a Contact, Add Contact to Sequence, Add Contact to Form and Unsubscribe From Emails. Each identifies the contact by email. |
| Notes and calendar events | Zapier → EngageBay | Add Note to Contact needs the contact ID. Create Event needs an email, a start time and an end time. |
Setting it up
- Sign in to Zapier, or sign up on its Free tier, and open the EngageBay Marketing app page in the Zapier app directory.
- Pick a ready-made template, such as Typeform submissions to EngageBay contacts, or start a blank Zap with an EngageBay trigger.
- Choose a trigger without the [Deprecated] label. Set the required field, such as the tag, the form or the properties to watch.
- Connect your EngageBay account when Zapier prompts for it. The pages don't describe which credentials it asks for.
- Add the action step and fill the required fields. For most contact actions that is the email address.
- Test the Zap with one real record, then turn it on.
Where the integration stops
- No action writes deals, companies or tasks. Zapier lists triggers for all three but no create or update action. Change those records in EngageBay itself, or check with EngageBay whether its API covers your case.
- 11 polling triggers are deprecated. Zapier says they will be retired in a future release and names an instant replacement for each. Rebuild any existing Zap that still uses one.
- Two triggers still poll. Get Owners and Get Tracks check for new data every 15 minutes on the Zapier Free plan. They return lists of owners and tracks, not record changes.
- Plan requirements are undocumented. The pages don't say which Zapier plan instant triggers need or which EngageBay plan the app works on. Test with a trial before you commit.
- API call caps may matter. EngageBay's pricing page caps API calls per month on every plan. The pages don't say whether Zap runs count against that cap.
The EngageBay Marketing app in Zapier lets a Zap start when something changes in EngageBay and lets other apps write contacts, notes, events and tickets back. It suits small teams that already run forms, ad tools or billing apps outside EngageBay and want that data in the CRM. Other routes into Zapier are on the Zapier integrations page.
The fact that surprises teams: the app reads far more than it writes. Zapier lists instant triggers for deals, companies and tasks, but no action creates or updates any of them. Contacts get the full set of write actions.
Triggers cover every main record, actions cover contacts
EngageBay starts a Zap on new contacts, companies, deals, tasks, events, tickets and form submissions. It also starts one on property changes, tag additions and unsubscribes. You choose which fields or tags to watch.
The write side is narrower. Zapier lists 12 actions: create, update and find contacts, add or remove tags, add a contact to a sequence or form, add a note, create an event, create a ticket and unsubscribe an email. Each one identifies the contact by email address, except the note action, which needs the contact ID.
So a form submission can become a tagged contact in a sequence. A new deal in EngageBay can notify another app. A Zap cannot move a deal to the next stage.
Build on the instant triggers
Zapier marks 11 of the polling triggers as deprecated and says it will retire them. Each has an instant replacement powered by webhooks. If you inherit a Zap, check for the [Deprecated] label on its trigger.
Two triggers, Get Owners and Get Tracks, still poll. Zapier checks them every 15 minutes on its Free plan. They return lists of owners and tracks, so most Zaps don't start from them.
The plan question is open
Neither vendor's page states which Zapier plan or EngageBay plan the app needs. Zapier shows a Free tier. EngageBay's pricing lists API access on all four plans, capped per month. The caps are 500 calls on Free and 75,000 on Pro.
The pages don't say whether Zap runs count against those caps. Test one Zap on your plan before you plan a high-volume import.
EngageBay's own Zapier page names the app's use cases: Mailchimp, Shopify, Typeform, Gravity Forms and Google Contacts. All of them move contacts. That matches what the actions support.