EngageBay

Manage EngageBay CRM records end to end. Agents create, update, and delete contacts, deals, tasks, and companies, tag, note, and score contacts to prioritize outreach, and move deals across pipeline tracks.

24 actions API key available

EngageBay website ↗ Platform Documentation ↗ Capability data verified 2026-07-27

A new customer lands in the store's order feed

Get Contact By Email confirms the buyer is not already a contact

Create Contact adds the shopper with source and order fields

Add Tag To Contact drops them into the onboarding segment

Add Score To Contact credits the purchase toward lead priority

Sales channel gets a digest of new contacts and rising scores

Rep picks which high-score contacts get a personal follow-up task

What This Integration Enables

EngageBay exists for teams running marketing, sales, and support out of one system because they cannot staff three. The catch with an all-in-one CRM is that it only pays off if the record actually gets maintained, and small teams are exactly the teams with no one to maintain it. That is the work this integration hands to agents: creating and updating contacts, deals, tasks, and companies as events happen in the systems around them, checking Get Contact By Email before every create so duplicates never take root, logging call summaries and meeting outcomes as notes on the right record, and incrementing lead scores from engagement events so the priority order in the CRM reflects behavior instead of guesswork. The judgment stays where it belongs. Agents keep the record current and surface who deserves attention; a person decides who gets the personal touch and approves anything destructive. Deletes in EngageBay are permanent, which makes cleanup a [human-in-the-loop](/concepts/human-in-the-loop/) workflow by design. Connector capabilities are built and verified against EngageBay's official API.

Without FlowRunner

CRM fed by memory Contacts get created when someone remembers, with whatever fields they recall

Flat lead list Every lead looks the same because nobody maintains the scores

Deals updated at review time Pipeline stages catch up to reality the night before the meeting

With FlowRunner

Records created at the source Every new customer or lead arrives deduplicated, tagged, and scored

Scores that mean something Engagement events increment scores automatically, so hot leads surface

A pipeline that tracks itself Deals open, advance, and update as the underlying events happen

Use Case Scenarios

Every new customer becomes a maintained record

A new customer appears in [Shopify](/integrations/shopify). The agent calls Get Contact By Email, finds no match, and creates the contact with the order source and custom fields filled in. Add Tag To Contact places the shopper in the onboarding segment and Add Score To Contact credits the purchase. The sales channel in [Slack](/integrations/slack) gets a morning digest of new contacts and score movers, and the rep chooses which high scorers get a personal follow-up task. The CRM stops depending on anyone's discipline after a busy day.

Payments open deals, not spreadsheet rows

When a payment confirms in [Stripe](/integrations/stripe), the agent logs the won opportunity with Create Deal, sets the amount and milestone, and boosts the buyer's score with Add Score To Contact. For expansion conversations the team is working, Update Deal moves the record through pipeline tracks as calls and emails actually happen, and Add Note To Contact captures the summary each time. The pipeline review starts from a board that is already true.

A stale-lead purge with a person holding the list

Before a re-engagement campaign, an agent walks List Contacts and flags leads with no activity, no score movement, and no open task in the review window. It assembles the purge list with each contact's notes count and last touch, then hands the list to the marketing owner for review. Only approved contacts are removed with Delete Contact, and borderline cases get a tag and a re-engagement track instead. The list gets clean without anyone discovering, three months later, that a live opportunity was deleted with its history.

Human-in-Loop Highlight

Delete Contact is permanent in EngageBay: the contact goes, and its properties and associations go with it, including the notes and score history that tell you why the record mattered. So the purge agent never deletes on its own judgment. It builds the evidence file per contact: last activity date, score trajectory, note count, open tasks. Then it asks the marketing owner: "312 contacts have had no activity in the review window. 297 have no notes and no score history. 15 have logged calls or open tasks; I have excluded them. Approve deletion of the 297, or move them to a suppression tag instead?" The agent does the audit nobody had time for. The person makes the call that cannot be reversed.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via preferred channel

Human decides

Agent resumes with decision

Agent Capabilities

24 actions

Contacts

List Contacts Retrieves contacts with pagination, sort, and cursor support. Used for hygiene sweeps, segment builds, and reporting runs.
Get Contact Retrieves a contact by ID with all standard and custom properties, score, tags, and owner. Used before any update or decision about the record.
Get Contact By Email Looks up a contact by email address. The dedup check that runs before every create.
Create Contact Creates a contact with email as the unique identifier, plus name, phone, website, and custom properties. Used to register new customers and leads at the source.
Update Contact Partially updates a contact; only supplied fields change. Used to keep records current as facts change upstream.
Delete Contact Permanently deletes a contact with its properties and associations. The gated action in this connector: purges require human approval of the list.
Add Tag To Contact Adds tags to a contact while preserving existing ones. Used for segmentation the moment a contact qualifies for a track.
Add Note To Contact Attaches a free-form note to a contact. Used to log call summaries, meeting outcomes, and agent decisions where the next person will look.
Add Score To Contact Adds a numeric increment to a contact's lead score by email. Used to translate engagement events into a priority order reps can trust.

Deals

List Deals Retrieves deals with name, amount, milestone, and track. Used for pipeline snapshots and reporting.
Get Deal Retrieves a deal with its amount, currency, milestone, description, and linked contacts.
Create Deal Creates a deal with amount, track, milestone, and close date. Used to open opportunities from payments, qualified calls, or inbound signals.
Update Deal Partially updates a deal. Used to advance milestones and adjust amounts as the opportunity actually moves.
Delete Deal Permanently deletes a deal from its pipeline. Cannot be undone, so it runs only in reviewed cleanup.

Tasks

List Tasks Retrieves tasks with filtering by status and type. Used to find open follow-ups before creating duplicates.
Get Task Retrieves a task with its type, milestone, due date, and linked records.
Create Task Creates a task linked to contacts, companies, or deals with a due date. Used to schedule the follow-up a workflow decided should happen.
Update Task Updates a task's name, type, status, or due date. Used to close the loop when the underlying work completes.
Delete Task Permanently deletes a task. Used in reviewed cleanup.

Companies

List Companies Retrieves companies with standard and custom properties. Used for account-level reporting and sync jobs.
Get Company Retrieves a company by ID with all properties.
Create Company Creates a company with website, email, phone, and custom fields. Used to build the account record when the first contact from a new domain arrives.
Update Company Partially updates a company's fields. Used to keep account data in sync with external sources.
Delete Company Permanently deletes a company and its properties. Cannot be undone; routed through human approval.

Frequently Asked Questions

What can FlowRunner do with EngageBay?

FlowRunner agents can run List Contacts, Get Contact, and Get Contact By Email in EngageBay, plus 21 more actions.

Does connecting EngageBay to FlowRunner require OAuth?

No. EngageBay connects to FlowRunner with an API key, no OAuth flow required.

Can EngageBay trigger a FlowRunner workflow automatically?

EngageBay doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger.

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