EngageBay CRM + Emma Integration

Integrate Emma to EngageBay CRM in one click, or tell Integrately AI how you want each subscriber handled. Sync campaign engagement, update your CRM records, track customer activity, and trigger automated follow-ups instantly.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • EngageBay CRM
    Contact is created in EngageBay CRM
  • EngageBay CRM
    Contact is updated in EngageBay CRM
  • EngageBay CRM
    Owner is created in EngageBay CRM
  • EngageBay CRM
    Deal is created in EngageBay CRM
  • EngageBay CRM
    Deal is updated in EngageBay CRM
  • EngageBay CRM
    Form is submitted in EngageBay CRM
  • EngageBay CRM
    List is created in EngageBay CRM
  • EngageBay CRM
    Company is created in EngageBay CRM
  • EngageBay CRM
    Company is updated in EngageBay CRM
  • Emma
    Subscriber is created in Emma Instant
  • Emma
    Subscriber is unsubscribed in Emma Instant
  • Emma
    Group is created in Emma Instant
  • Emma
    Member is added to group in Emma Instant
  • Emma
    Member shares a message in Emma Instant
  • Emma
    Group is deleted in Emma Instant
  • Emma
    Group is updated in Emma Instant
  • Emma
    Field is updated in Emma Instant
  • Emma
    Member is updated in Emma Instant
  • Emma
    Mailing is finished in Emma Instant
  • Emma
    Field is created in Emma Instant
  • Emma
    Field is deleted in Emma Instant
  • Emma
    Member status is updated in Emma Instant
  • Emma
    Member is deleted in Emma Instant
  • Emma
    Member is removed from group in Emma Instant
  • Emma
    Message is forwarded in Emma Instant
  • Emma
    Member shares link to message and someone click on it in Emma Instant
  • Emma
    Message is opened in Emma Instant
  • Emma
    Message is clicked in Emma Instant
Arrow Right
2.
  • EngageBay CRM
    Create a contact in EngageBay CRM
  • EngageBay CRM
    Update contact in EngageBay CRM
  • EngageBay CRM
    Search contact by email in EngageBay CRM
  • EngageBay CRM
    Add tag to a contact in EngageBay CRM
  • EngageBay CRM
    Remove tag from contact in EngageBay CRM
  • EngageBay CRM
    Search contact in EngageBay CRM
  • EngageBay CRM
    Add contact to a form in EngageBay CRM
  • EngageBay CRM
    Create a company in EngageBay CRM
  • EngageBay CRM
    Search company in EngageBay CRM
  • Emma
    Create subscriber in Emma
  • Emma
    Get memeber by Id in Emma
  • Emma
    Create group in Emma

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Ready Workflows Ready Workflows for Emma + EngageBay CRM Integration

Sync subscribers, update CRM contacts, log campaign metrics, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Emma + EngageBay CRM Integration

Create EngageBay CRM contact for new Emma contact

There are many reasons why someone might choose to use two different marketing tools. One common reason being - able to reach a wider audience. For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Thus, integration of your new EngageBay CRM contact and Emma contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
See more
EngageBay CRM + Emma Integration

Create Emma contact for new EngageBay CRM contact

There are many reasons why someone might choose to use two different marketing tools. One common reason being - able to reach a wider audience. For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Thus, integration of your new Emma contact and EngageBay CRM contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
See more
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Emma + EngageBay CRM flow

Bring in customer data from your store, ads, or forms to keep your CRM and email marketing completely aligned. Pick a combination and activate it in one click.

EngageBay CRM
Emma
+
ShopifyShopify (2)
+
Facebook Lead AdsFacebook Lead Ads (2)
+
MailchimpMailchimp (2)
+
TypeformTypeform (2)
+
StripeStripe (2)
+
Google SheetsGoogle Sheets (2)
S
E
E
Create an EngageBay CRM contact and an Emma subscriber when a new Shopify order is placed
New Shopify orders instantly create a contact in EngageBay CRM and a subscriber in Emma, eliminating manual data entry.
S
E
E
When a Shopify customer is created, create subscriber in Emma and create a contact in EngageBay CRM
New Shopify customers automatically populate Emma and EngageBay CRM without manual exports.

Supported triggers and actions for EngageBay CRM and Emma

Mix and match to build the exact automation you need

EngageBay CRM
EngageBay CRM Triggers & Actions
Contact is created in EngageBay CRM
Triggers the automation when a new contact is created
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Contact is updated in EngageBay CRM
Triggers the automation when a contact is updated
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Owner is created in EngageBay CRM
Triggers the automation when a new owner is created
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Deal is created in EngageBay CRM
Triggers the automation when a deal is created
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Deal is updated in EngageBay CRM
Triggers the automation when a deal is updated
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Form is submitted in EngageBay CRM
Triggers the automation when a form is filled
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List is created in EngageBay CRM
Triggers the automation when a new list is created
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Company is created in EngageBay CRM
Triggers the automation when a new company is created
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Company is updated in EngageBay CRM
Triggers the automation when a company is updated
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Create a contact in EngageBay CRM
Adds a new contact to the contact list
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Update contact in EngageBay CRM
Updates contact information with new details
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Search contact by email in EngageBay CRM
Finds and retrieves contact information using their email address
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Add tag to a contact in EngageBay CRM
Adds a tag to a contact
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Remove tag from contact in EngageBay CRM
Untag the contact
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Search contact in EngageBay CRM
Finds and retrieves contact information
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Add contact to a form in EngageBay CRM
Adds a new contact to a form
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Create a company in EngageBay CRM
Creates a new company record
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Search company in EngageBay CRM
Finds information about a company
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Emma
Emma Triggers & Actions
Instant
Subscriber is created in Emma
Triggers the automation when a new subscriber is added
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Instant
Subscriber is unsubscribed in Emma
Triggers the automation when a subscriber opts out from further communication
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Instant
Group is created in Emma
Triggers the automation when a new group is created
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Instant
Member is added to group in Emma
Triggers the automation when a new member is added to a group
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Instant
Member shares a message in Emma
Triggers the automation when a member shares a message
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Instant
Group is deleted in Emma
Triggers the automation when any group is deleted
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Instant
Group is updated in Emma
Triggers the automation when any group is updated
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Instant
Field is updated in Emma
Triggers the automation when a particular action in the workflow fails
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Instant
Member is updated in Emma
Triggers the automation when a member's profile is updated
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Instant
Mailing is finished in Emma
Triggers the automation when the mailing process is completed
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Instant
Field is created in Emma
Triggers the automation when a particular action in the workflow fails
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Instant
Field is deleted in Emma
Triggers the automation when a particular action in the workflow fails
Try it →
Instant
Member status is updated in Emma
Triggers the automation when the status of a member is updated
Try it →
Instant
Member is deleted in Emma
Triggers the automation when any member is removed from the system
Try it →
Instant
Member is removed from group in Emma
Triggers the automation when a member is removed from a particular group
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Instant
Message is forwarded in Emma
Triggers the automation when a message is forwarded
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Instant
Member shares link to message and someone click on it in Emma
Triggers the automation when someone clicks on a link shared by one of the members
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Instant
Message is opened in Emma
Triggers the automation when a message is opened
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Instant
Message is clicked in Emma
Triggers the automation when a message is clicked
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Create subscriber in Emma
Adds new users to the subscription list
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Get memeber by Id in Emma
Retrieves a member's data based on their id
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Create group in Emma
Creates a new group based on particular criteria
Try it →

What can you automate with Emma + EngageBay CRM?

Streamline your marketing campaigns and sales pipelines by connecting subscriber activities directly to your CRM records.

What you can automate?
🔄
Sync new subscribers to CRM contacts
Automatically create a contact in EngageBay CRM whenever a new subscriber is created in Emma, ensuring your sales team never misses a lead.
📋
Capture every submitted custom field
Map additional subscriber attributes from Emma straight into your EngageBay CRM contact profiles for complete customer context.
🔔
Notify sales reps instantly on activity
Trigger instant updates in EngageBay CRM the moment a subscriber opens or clicks a message in Emma.
🔀
Route records based on submitted data
Assign contacts to specific owners or lists in EngageBay CRM depending on subscriber details captured in Emma.
✏️
Keep records updated as details change
Automatically update EngageBay CRM contacts whenever subscriber details or group memberships are modified in Emma.
🔍
Prevent duplicate records with smart search
Search contacts by email in EngageBay CRM before creating new entries, ensuring clean and organized databases.
💼
Manage deal stages and milestones
Create or update deals in EngageBay CRM based on campaign completion and subscriber milestones achieved in Emma.
🌐
Extend workflows with Google Sheets
Log every Emma subscriber and EngageBay CRM contact into Google Sheets simultaneously for backup and reporting.
And much more...

Who is Emma + EngageBay CRM integration for?

Marketing and sales professionals who need seamless data synchronization between Emma campaigns and EngageBay CRM pipelines.

Performance marketers
Performance marketers
Sales reps
Sales reps
Account managers
Account managers
Customer support teams
Customer support teams
Project coordinators
Project coordinators
Operations leads
Operations leads
📈
Performance marketers
You're running email campaigns in Emma but your CRM report only updates when someone manually exports contacts, so the metrics you're optimising against are always a few hours behind — with this integration, every new subscriber lands in EngageBay CRM instantly and your data stays current.
Sales reps
You need to follow up with engaged leads right away, but message clicks in Emma sit unread in your inbox until someone manually checks them — connecting these apps means every clicked link or subscriber update immediately populates EngageBay CRM so you can reach out while interest is high.
📊
Account managers
You answer to leadership or clients who want to see campaign and pipeline progress, but manually cross-referencing Emma lists with EngageBay CRM deals takes hours — automating both apps means your records stay perfectly aligned without any manual updating.
👥
Customer support teams
The volume of new subscriber sign-ups is too high for anyone to keep up by hand, leading to missed contacts and delayed follow-ups — this integration means every Emma subscriber becomes an EngageBay CRM contact automatically without manual data entry.
🔄
Project coordinators
You own the sales pipeline follow-up stage and depend on marketing teams to hand over campaign leads, but records often get lost in transit — automating these apps means every new subscriber is handed over to EngageBay CRM the moment they join Emma.
🗂️
Operations leads
You need a reliable, error-free customer history across all tools, but manual exports keep introducing duplicate records and missing fields — this integration means every subscriber and contact update syncs cleanly between Emma and EngageBay CRM.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate EngageBay CRM + Emma

Build and manage your EngageBay CRM + Emma automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect EngageBay CRM + Emma with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Emma to EngageBay CRM?
Frequently Asked Questions
You can connect Emma to EngageBay CRM in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation for you. With 1,500+ supported apps including Shopify, Facebook Lead Ads, Mailchimp, Typeform, Stripe, and Google Sheets, setting up your integration takes minutes with no coding required.
Can I automatically create EngageBay CRM contacts when a subscriber is created in Emma?
Frequently Asked Questions
Can I connect Emma, EngageBay CRM, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Emma and EngageBay CRM?
Frequently Asked Questions
How are subscriber fields handled between Emma and EngageBay CRM?
Frequently Asked Questions
Can I sync deal updates or form submissions with EngageBay CRM from Emma?
Frequently Asked Questions
Do I need coding skills to automate Emma and EngageBay CRM?
Frequently Asked Questions
Is the Emma and EngageBay CRM integration free?
Frequently Asked Questions
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You Can Also Connect Emma or EngageBay CRM With 1500+ Other Apps

Emma
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EngageBay CRM
Popular EngageBay CRM Integrations
Sync EngageBay CRM with sales tools, customer support systems, and invoicing platforms to manage your entire business pipeline.