EngageBay CRM + Rezdy Integration

Integrate EngageBay CRM to Rezdy in one click, or tell Integrately AI how you want each order handled. Capture guest details, create contacts and companies, add tags, and trigger follow-ups automatically.

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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
  • Rezdy
    Order is created in Rezdy Instant
  • Rezdy
    Order is updated in Rezdy Instant
  • Rezdy
    Order is canceled in Rezdy Instant
  • Rezdy
    Customer is created in Rezdy Instant
  • Rezdy
    Product is created in Rezdy Instant
  • Rezdy
    Product is updated in Rezdy Instant
  • Rezdy
    Product is deleted in Rezdy 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

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Ready Workflows Ready Workflows for EngageBay CRM + Rezdy Integration

Capture guest bookings, create contacts, organise customer data, add tags, and trigger follow-ups, all in just one click.

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

Create EngageBay CRM contact for new Rezdy order

When a new Rezdy order is placed, it's important to create a EngageBay CRM contact for the customer. This helps to integraiton the customer into your marketing ecosystem and allows you to track their engagement with your brand.

There are a few key pieces of information that you'll need in order to create a new marketing contact: name, email address, and order information. With this information, you can create a new EngageBay CRM contact and start sending them targeted communications.

In addition, you can also use this opportunity to upsell or cross-sell other products. By creating a new EngageBay CRM contact for every Rezdy order, you can maximize your chances of success with each customer.
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  • 1of1
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Connect more apps to your EngageBay CRM + Rezdy flow

Process customer payments, send email campaigns, update accounting records, schedule calendar events, notify your team, and manage follow-ups after your core booking flow runs. Pick a combination and activate it in one click.

EngageBay CRM
Rezdy
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
Google CalendarGoogle Calendar (4)
+
TwilioTwilio (4)
+
SlackSlack (4)
R
E
S
When a new Rezdy order is created, create an EngageBay CRM contact and create a customer in Stripe.
New Rezdy bookings instantly create contacts in EngageBay CRM and set up customers in Stripe without manual data entry.
R
E
S
When a Rezdy order is updated, update the EngageBay CRM contact and create a payment link in Stripe.
Order modifications in Rezdy update your EngageBay CRM contact and generate a fresh payment link in Stripe instantly.
R
E
S
When a Rezdy order is canceled, update the EngageBay CRM contact and issue a refund in Stripe.
Canceled Rezdy bookings update your EngageBay CRM contact records and process refunds in Stripe automatically.
R
E
S
When a Rezdy customer is created, create an EngageBay CRM contact and generate an invoice in Stripe.
New Rezdy customers automatically populate EngageBay CRM contacts and generate invoices in Stripe.

Supported triggers and actions for EngageBay CRM and Rezdy

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
Try it โ†’
Rezdy
Rezdy Triggers & Actions
Instant
Order is created in Rezdy
Triggers the automation when a new order is created
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Instant
Order is updated in Rezdy
Triggers the automation when any order is updated
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Instant
Order is canceled in Rezdy
Triggers the automation when an order is canceled
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Instant
Customer is created in Rezdy
Triggers the automation when a new customer is created
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Instant
Product is created in Rezdy
Triggers the automation when a new product is created
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Instant
Product is updated in Rezdy
Triggers the automation when a product is updated
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Instant
Product is deleted in Rezdy
Triggers the automation when a product is deleted
Try it โ†’
No action is available

What can you automate with EngageBay CRM + Rezdy?

Streamline your booking management by connecting Rezdy orders directly to EngageBay CRM contacts and customer workflows.

What you can automate?
๐Ÿงพ
Create EngageBay CRM contacts automatically from new Rezdy orders
Every time a customer completes a booking in Rezdy, a new contact is created in EngageBay CRM instantly. Eliminate manual data entry and keep your sales pipeline updated with zero delay.
๐Ÿ“Š
Capture complete guest and booking information
Map all submitted custom fields, guest names, dates, and ticket quantities from Rezdy into EngageBay CRM. Ensure your team has full visibility into every booking detail.
๐Ÿ””
Alert your sales team the moment a booking arrives
Notify relevant team members in real time when a high-value tour is booked. Keep everyone aligned and ready to handle customer inquiries promptly.
๐Ÿ”€
Route bookings based on tour type or value
Segment customers in EngageBay CRM by checking the specific tour product or order amount in Rezdy. Apply targeted tags or assign owners based on booking criteria.
๐Ÿ”„
Keep contact records synchronised as bookings change
When a customer updates their Rezdy order or rescheduling occurs, automatically update the corresponding contact details in EngageBay CRM.
๐Ÿ›ก๏ธ
Prevent duplicate contacts with smart search and update
Search existing records by email in EngageBay CRM before creating new entries. Update current contact profiles when returning customers book new experiences.
โŒ
Manage order cancellations and refunds smoothly
When a booking is canceled in Rezdy, automatically update the deal or contact status in EngageBay CRM to reflect the change immediately.
โšก
Extend your booking workflow to Stripe or Slack
Trigger payment collection in Stripe or post instant notifications in Slack whenever a new Rezdy order initiates contact creation in EngageBay CRM.
And much more...

Who is EngageBay CRM + Rezdy integration for?

Tour operators and activity business owners streamline guest management and sales outreach by connecting booking data directly to their customer platform.

Tour operations analysts
Tour operations analysts
Sales development reps
Sales development reps
Client success managers
Client success managers
Booking operations teams
Booking operations teams
Follow-up coordinators
Follow-up coordinators
Data auditors
Data auditors
๐Ÿ“ˆ
Tour operations analysts
You're reviewing booking trends in EngageBay CRM but your revenue reports only update when someone manually exports orders, so the conversion metrics you're optimising against are always hours behind โ€” with this integration, every new order populates your records instantly and your dashboard stays current.
๐ŸŽฏ
Sales development reps
You manage inbound leads in EngageBay CRM but customer bookings arrive separately in Rezdy, so you discover new activity too late to make a timely outreach call โ€” connecting these apps means every booking triggers an instant contact update so you can reach out immediately.
๐Ÿค
Client success managers
You track client accounts in EngageBay CRM but tour schedules live in Rezdy, leaving you scrambling to compile progress reports for stakeholders โ€” automating both apps means guest booking history flows straight into your CRM so client reviews are always accurate.
โš™๏ธ
Booking operations teams
You handle hundreds of activities daily in Rezdy while updating customer profiles in EngageBay CRM by hand, leading to missed entries during peak seasons โ€” this integration means every guest order syncs automatically without manual data entry.
๐Ÿ“‹
Follow-up coordinators
You rely on upstream booking teams to log customer details in EngageBay CRM before you can start onboarding, causing frustrating delays in post-booking communication โ€” connecting these apps means contact records are created the second an order is placed.
๐Ÿ”
Data auditors
You maintain customer histories in EngageBay CRM but spot recurring gaps where Rezdy booking details were missed during manual transfers โ€” automating both apps means every order and customer record matches perfectly across platforms.
Our team

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Why choose Integrately to automate EngageBay CRM + Rezdy

Build and manage your EngageBay CRM + Rezdy 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 + Rezdy 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 โ€” 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?

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2
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect EngageBay CRM to Rezdy?
Frequently Asked Questions
Connecting EngageBay CRM to Rezdy is simple and takes just 1 click using ready templates or Integrately AI. You can link your accounts alongside tools like Stripe, Mailchimp, and Slack without writing code.
Can I automatically create EngageBay CRM contacts from new Rezdy bookings?
Frequently Asked Questions
Can I connect EngageBay CRM, Rezdy, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for EngageBay CRM and Rezdy?
Frequently Asked Questions
How are contact updates handled between EngageBay CRM and Rezdy?
Frequently Asked Questions
Can I sync Rezdy product updates to EngageBay CRM?
Frequently Asked Questions
Do I need coding skills to automate EngageBay CRM and Rezdy?
Frequently Asked Questions
Is the EngageBay CRM and Rezdy integration free?
Frequently Asked Questions
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You Can Also Connect EngageBay CRM or Rezdy With 1500+ Other Apps

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