EngageBay CRM + Instamojo Integration

Integrate EngageBay CRM to Instamojo in one click, or tell Integrately AI how you want each contact handled. Capture customer payments, create contacts, update company details, and trigger follow-ups automatically.

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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
  • Instamojo
    Payment is added in Instamojo
  • Instamojo
    Payment request is added in Instamojo
  • Instamojo
    Refund is issued in Instamojo
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

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Ready Workflows Ready Workflows for EngageBay CRM + Instamojo Integration

Capture payments, create contacts, update company records, and alert your team, all in just one click.

Most popular automationmost-popular-automations
Instamojo + EngageBay CRM Integration

Create EngageBay CRM contact for new Instamojo payment

If you're using Instamojo to process payments on your website, you may want to create a corresponding contact in EngageBay CRM for each transaction. When a payment is added in Instamojo, this automation will automatically create the contact and populate it with the relevant information.

This allows you to keep track of your billing activity and generate reports from within EngageBay CRM.
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Connect more apps to your EngageBay CRM + Instamojo flow

Sync payment data with your store, email marketing, messaging tools, spreadsheets, and team channels. Pick a combination and activate it in one click.

EngageBay CRM
Instamojo
+
ShopifyShopify (4)
+
MailchimpMailchimp (4)
+
WhatsAppWhatsApp (4)
+
Google SheetsGoogle Sheets (4)
+
SlackSlack (4)
+
StripeStripe (4)
I
E
S
Create an EngageBay CRM contact when an Instamojo payment is added, and create a customer in Shopify.
Instamojo payments instantly create EngageBay CRM contacts and Shopify customers, eliminating manual data entry between your sales and store platforms.
I
E
S
When an Instamojo payment request is added, create an EngageBay CRM company and add a product in Shopify.
New payment requests update EngageBay CRM company records and add products in Shopify automatically, keeping your inventory and sales data aligned.
I
E
S
If an Instamojo payment is added, update the EngageBay CRM contact and create an order in Shopify.
Instamojo payment events update existing EngageBay CRM contacts and generate Shopify orders instantly so fulfillment can begin without delay.
I
E
S
When a refund is issued in Instamojo, update the EngageBay CRM contact and update the customer in Shopify.
Refund events in Instamojo update your EngageBay CRM contact records and adjust Shopify customer details automatically.

Supported triggers and actions for EngageBay CRM and Instamojo

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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Instamojo
Instamojo Triggers & Actions
Payment is added in Instamojo
Triggers the automation when a new payment is added
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Payment request is added in Instamojo
Triggers the automation when a payment request is created
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Refund is issued in Instamojo
Triggers the automation when a refund is issued
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No action is available

What can you automate with EngageBay CRM + Instamojo?

Streamline your customer management and payment tracking with powerful automated workflows.

What you can automate?
đŸ’ŗ
Create EngageBay CRM contacts from Instamojo payments
Automatically create a contact in EngageBay CRM the moment a payment is added in Instamojo. Eliminate manual data entry and capture customer information instantly.
📋
Capture every submitted payment request field
Map all available payment request details into EngageBay CRM fields instead of just names and emails. Your CRM becomes a richer database for sales follow-ups.
🔔
Alert your team as soon as payments arrive
Notify team members instantly in Slack or via messaging apps whenever a new Instamojo payment is successfully processed and logged in EngageBay CRM.
🔀
Route records based on submitted payment amounts
Trigger different follow-up sequences or assign specific deal owners in EngageBay CRM depending on the value of the payment received in Instamojo.
🔄
Keep EngageBay CRM contact records updated
Modify existing contact details and update company accounts in EngageBay CRM automatically whenever Instamojo transaction data changes.
🔍
Search and update existing contacts without duplicates
Search contacts by email in EngageBay CRM before creating new records, ensuring your database remains clean and free of duplicate entries.
↩ī¸
Handle refunds and status changes automatically
Update contact records and adjust deal stages in EngageBay CRM the moment a refund is issued in Instamojo, keeping your pipeline accurate.
🌐
Extend your workflow with powerful third-party apps
Connect your EngageBay CRM and Instamojo flow to tools like Google Sheets, Mailchimp, or WhatsApp to handle marketing and reporting in one pipeline.
And much more...

Who is EngageBay CRM + Instamojo integration for?

Sales teams, business owners, and finance managers using EngageBay CRM and Instamojo benefit from automated payment tracking and contact management.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Customer support leads
Customer support leads
Operations coordinators
Operations coordinators
Finance managers
Finance managers
📈
Performance marketers
You're running campaigns and monitoring revenue in EngageBay CRM but your tracking records only update when someone manually exports payment data, so the conversion counts you're optimising against are always a few hours behind — this integration means every new payment lands in your system instantly and your data stays current.
⚡
Sales representatives
You rely on rapid follow-ups when customers buy through Instamojo, but leads sit unprocessed until someone checks the payment gateway, so you reach out hours too late — automating both apps means every payment creates a contact immediately and you can engage buyers right away.
📊
Account managers
You answer to clients who want to see their payment milestones reflected in EngageBay CRM right after checkout, but manual entry causes frustrating delays — connecting these apps means every transaction updates your pipeline instantly and your stakeholders see accurate progress.
đŸ“Ĩ
Customer support leads
Your transaction volume is too high for anyone to keep up by hand, leading to missed contact creation and delayed customer receipts — this integration means every customer interaction is logged automatically and your support queue stays manageable.
🔄
Operations coordinators
You own the fulfillment step in EngageBay CRM and depend on someone upstream to hand over payment details manually, causing bottlenecks every day — automating both apps means customer records flow seamlessly from checkout to fulfillment without manual handoffs.
🛡ī¸
Finance managers
You need a reliable transaction history in EngageBay CRM, but manual entry keeps leaving gaps between payment gateway records and customer profiles — connecting these apps means every financial event is captured accurately and your audit trail remains unbroken.
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Why choose Integrately to automate EngageBay CRM + Instamojo

Build and manage your EngageBay CRM + Instamojo 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 + Instamojo 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.
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How Integrately Works?

1
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Frequently Asked Questions

How do I connect EngageBay CRM to Instamojo?
Frequently Asked Questions
You can connect EngageBay CRM to Instamojo in just 1 click using ready templates or ask Integrately AI to build your automation. It integrates smoothly with tools like Google Sheets, Slack, and Shopify.
Can I automatically create contacts in EngageBay CRM when an Instamojo payment is added?
Frequently Asked Questions
Can I connect EngageBay CRM, Instamojo, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for EngageBay CRM and Instamojo?
Frequently Asked Questions
How does EngageBay CRM handle contact updates from Instamojo payments?
Frequently Asked Questions
Can Instamojo refund events update records in EngageBay CRM?
Frequently Asked Questions
Do I need coding skills to automate EngageBay CRM and Instamojo?
Frequently Asked Questions
Is the EngageBay CRM and Instamojo integration free?
Frequently Asked Questions
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You Can Also Connect EngageBay CRM or Instamojo With 1500+ Other Apps

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Instamojo
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Sync Instamojo with accounting, invoicing, and payment platforms to keep financial records synchronized across your business stack.
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