Engage AI + Erxes Integration

Integrate Engage AI to Erxes in one click, or tell Integrately AI how you want each customer handled. Track new customer activity, add leads to your monitor list in Engage AI, alert your team, and trigger follow-ups automatically.

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1.
  • Engage AI
    Lead is added in Engage AI
  • Erxes
    Customer is created in Erxes Instant
  • Erxes
    Customer is updated in Erxes Instant
  • Erxes
    Customer is deleted in Erxes Instant
  • Erxes
    Form submission is received in Erxes Instant
  • Erxes
    Company is created in Erxes Instant
  • Erxes
    Company is updated in Erxes Instant
  • Erxes
    Company is deleted in Erxes Instant
  • Erxes
    Admin sends engagement message in Erxes Instant
  • Erxes
    Customer sends a message in Erxes Instant
  • Erxes
    Admin sent message in Erxes Instant
  • Erxes
    Knowledge base is created in Erxes Instant
  • Erxes
    Knowledge base is updated in Erxes Instant
  • Erxes
    Knowledge base is deleted in Erxes Instant
Arrow Right
2.
  • Engage AI
    Add lead to monitor in Engage AI

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Ready Workflows Ready Workflows for Engage AI + Erxes Integration

Capture customer records, monitor leads in Engage AI, keep your team updated, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Erxes + Engage AI Integration

Create Engage AI contact for new Erxes 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 Engage AI contact and Erxes 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.
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  • 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 Engage AI + Erxes flow

Sync customer data with your CRM, update tracking sheets, and notify your team the moment activity occurs. Pick a combination and activate it in one click.

Engage AI
Erxes
+
HubSpotHubSpot (5)
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LinkedInLinkedIn (4)
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SlackSlack (5)
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Google SheetsGoogle Sheets (4)
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GmailGmail (4)
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NotionNotion (4)
E
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Add every new Erxes customer to HubSpot as a contact, and monitor the lead in Engage AI.
New Erxes customers appear in HubSpot as contacts instantly while getting added to your Engage AI monitor list.
E
H
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Create a HubSpot deal for every Erxes form submission, and monitor the lead in Engage AI.
Erxes form submissions generate new HubSpot deals and start monitoring leads in Engage AI automatically.
E
H
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When an Erxes customer updates their profile, update the HubSpot contact and monitor the lead in Engage AI.
Keep your HubSpot contacts aligned with Erxes updates while maintaining active monitoring in Engage AI.
E
H
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Create a HubSpot company for every new Erxes company record, and monitor the lead in Engage AI.
New Erxes company records populate HubSpot company accounts and trigger monitoring in Engage AI.
E
H
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When an Erxes customer sends a message, create a HubSpot task and monitor the lead in Engage AI.
Customer messages in Erxes generate follow-up tasks in HubSpot and active monitoring in Engage AI.

Supported triggers and actions for Engage AI and Erxes

Mix and match to build the exact automation you need

Engage AI
Engage AI Triggers & Actions
Lead is added in Engage AI
Triggers the automation when a new lead is added
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Add lead to monitor in Engage AI
Assigns leads to monitor for tracking and management
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Erxes
Erxes Triggers & Actions
Instant
Customer is created in Erxes
Triggers the automation when a new customer is created
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Instant
Customer is updated in Erxes
Triggers the automation when customer details are updated
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Instant
Customer is deleted in Erxes
Triggers the automation when a customer is removed from the database
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Instant
Form submission is received in Erxes
Triggers the automation when a form is filled
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Instant
Company is created in Erxes
Triggers the automation when a new company is created
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Instant
Company is updated in Erxes
Triggers the automation when a company is updated
Try it →
Instant
Company is deleted in Erxes
Triggers the automation when a company is deleted
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Instant
Admin sends engagement message in Erxes
Triggers the automation when an admin sends an engagement message to a contact
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Instant
Customer sends a message in Erxes
Triggers the automation when a customer sends a message
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Instant
Admin sent message in Erxes
Triggers the automation when the admin sends a message to someone
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Instant
Knowledge base is created in Erxes
Triggers the automation when new knowledge base is created
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Instant
Knowledge base is updated in Erxes
Triggers the automation when a knowledge base is modified
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Instant
Knowledge base is deleted in Erxes
Triggers the automation when a knowledge base is deleted
Try it →
No action is available

What can you automate with Engage AI + Erxes?

Streamline your customer data workflows by connecting Erxes events directly to Engage AI lead monitoring.

What you can automate?
🚀
Sync Erxes customers to Engage AI monitoring
Automatically register new customers created in Erxes into your Engage AI monitoring queue the moment they arrive.
📋
Capture every submitted form field
Map all available Erxes form submission details directly into your tracking systems without losing context or custom fields.
🔔
Alert your team instantly on activity
Trigger instant team notifications whenever a customer sends a message or submits a form in Erxes.
🔀
Route records based on submitted criteria
Perform different actions depending on specific field values submitted in Erxes form entries.
🔄
Keep customer profiles up to date
Automatically reflect profile updates and changes made in Erxes across your connected databases.
🛡️
Prevent duplicate records
Check for existing records before creating new customer entries to keep your database clean and organized.
⏱️
Handle later customer status changes
Trigger follow-up automations when customer accounts or knowledge base items are modified in Erxes.
🔗
Extend your workflow to Slack
Connect Erxes and Engage AI with Slack to broadcast real-time customer updates to your internal channels.
And much more...

Who is Engage AI + Erxes integration for?

Sales teams, customer support leads, and account managers using Engage AI and Erxes can eliminate manual data entry and streamline prospect outreach across platforms.

Performance marketers
Performance marketers
Customer support leads
Customer support leads
Account executives
Account executives
Sales development reps
Sales development reps
RevOps managers
RevOps managers
Customer success managers
Customer success managers
📈
Performance marketers
You're running campaigns across multiple channels but your tracking reports only update when someone manually exports customer records, so the metrics you're optimising against are always a few hours behind — with this integration, every new customer record syncs instantly and your pipeline data stays current.
⚡
Customer support leads
You manage incoming support inquiries and form submissions all day, but notifications get buried in crowded inboxes so urgent tickets wait hours for a reply — automating both apps means every form submission is captured immediately and your team acts on tickets without delay.
🤝
Account executives
You rely on accurate prospect details to build relationships, but manual record creation leads to missing contact info and stalled deal progression — connecting these apps means every customer profile is created automatically and outreach begins on schedule.
📊
Sales development reps
You handle high volumes of inbound leads every week, but copying contact data by hand eats into your prime calling hours and slows down response times — this integration means every inbound submission triggers lead monitoring instantly and your outreach workflow runs without friction.
🔄
RevOps managers
You depend on clean data handoffs between customer touchpoints and your tracking systems, but manual entry introduces errors that break reporting integrity — automating both apps means every record is logged precisely and your workflow runs on dependable data.
📁
Customer success managers
You need a complete history of customer interactions across every channel, but scattered records leave frustrating gaps in your client timelines — connecting these apps means every customer update is captured and your records remain complete.
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Why choose Integrately to automate Engage AI + Erxes

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

1,500+ apps connected
1,500+ apps connected
Connect Engage AI + Erxes 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
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Frequently Asked Questions

How do I connect Engage AI to Erxes?
Frequently Asked Questions
You can connect Engage AI and Erxes in 1 click using ready templates or ask Integrately AI to build the workflow for you. It takes seconds to link your accounts with tools like HubSpot, Slack, and Google Sheets.
Can I automatically sync Erxes customer records to Engage AI?
Frequently Asked Questions
Can I connect Engage AI, Erxes, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Engage AI and Erxes?
Frequently Asked Questions
How does Engage AI handle lead monitoring data here?
Frequently Asked Questions
Can Erxes form submissions trigger lead monitoring in Engage AI?
Frequently Asked Questions
Do I need coding skills to automate Engage AI and Erxes?
Frequently Asked Questions
Is the Engage AI and Erxes integration free?
Frequently Asked Questions
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You Can Also Connect Engage AI or Erxes With 1500+ Other Apps

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