EngageBay CRM + WHMCS Integration

Integrate EngageBay CRM to WHMCS in one click, or tell Integrately AI how you want each contact handled. Create clients, log invoices, update deal records, alert your billing team, 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
  • WHMCS
    Invoice is paid in WHMCS
  • WHMCS
    Order is created in WHMCS
  • WHMCS
    Invoice is created in WHMCS
  • WHMCS
    Client is created in WHMCS
  • WHMCS
    Ticket is created in WHMCS
  • WHMCS
    Todo item is created in WHMCS
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
  • WHMCS
    Search client in WHMCS
  • WHMCS
    Get ticket by ID in WHMCS
  • WHMCS
    Get invoice by ID in WHMCS
  • WHMCS
    Create client in WHMCS
  • WHMCS
    Delete client in WHMCS
  • WHMCS
    Create ticket in WHMCS
  • WHMCS
    Update ticket in WHMCS
  • WHMCS
    Create invoice in WHMCS
  • WHMCS
    Create contact in WHMCS
  • WHMCS
    Search contact in WHMCS
  • WHMCS
    Update contact in WHMCS
  • WHMCS
    Create project in WHMCS
  • WHMCS
    Get client by ID in WHMCS
  • WHMCS
    Search ticket in WHMCS

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Ready Workflows Ready Workflows for EngageBay CRM + WHMCS Integration

Capture new contacts, create clients, keep invoices updated, alert your team, and send follow-ups, all in just one click.

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

Create EngageBay CRM contact for new WHMCS contact

If you're using WHMCS to manage your sales leads, it's important to also use EngageBay CRM to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in WHMCS, a corresponding contact will automatically be created in EngageBay CRM.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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EngageBay CRM + WHMCS Integration

Create WHMCS ticket for new EngageBay CRM contact

If you're using EngageBay CRM to send your marketing emails, you can also use it to create and manage ticket for WHMCS. contact created in EngageBay CRM will automatically be created as ticket in WHMCS, so you can easily keep track of all WHMCS requests in one place.

This automation will help you stay organized and provide top-notch customer service. It's a great system that helps you take care of your customers so you can focus on growing your business.
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WHMCS + EngageBay CRM Integration

Create EngageBay CRM contact for new WHMCS ticket

Any business knows that customer support is a vital part of any business. Not only do you need to be able to solve problems quickly and efficiently, but you also need to create a good impression with each interaction.

One way to do this is to set up this WHMCS - EngageBay CRM integration. It will automatically create a EngageBay CRM contact for new WHMCS tickets created. This way, you can ensure that each customer who contacts you will receive a prompt and professional response.

Additionally, it can help to build relationships with your customers and create loyalty. So if you're looking for ways to improve your customer service, setting up EngageBay CRM contacts for every WHMCS ticket is a great place to start.
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EngageBay CRM + WHMCS Integration

Create WHMCS contact for new EngageBay CRM contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability 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.

Integration of your new WHMCS 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.
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Connect more apps to your EngageBay CRM + WHMCS flow

Connect more apps to sync billing data and alert your team across your stack. Pick a combination and activate it in one click.

EngageBay CRM
WHMCS
+
StripeStripe (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
HubSpotHubSpot (4)
+
TrelloTrello (4)
+
Google DriveGoogle Drive (4)
E
W
S
Create a WHMCS client and a Stripe customer whenever a new contact is created in EngageBay CRM
New EngageBay CRM contacts instantly generate a WHMCS client and a Stripe customer, keeping your billing and sales platforms perfectly aligned.
W
E
S
When an invoice is paid in WHMCS, create a company in EngageBay CRM and record the charge in Stripe
Paid WHMCS invoices automatically update your EngageBay CRM records and log the transaction details in Stripe.
E
W
S
Create a WHMCS invoice for every new deal in EngageBay CRM and generate a payment link in Stripe
New EngageBay CRM deals automatically trigger a WHMCS invoice creation paired with a secure Stripe payment link.
S
W
E
When a Stripe payment fails, update the client in WHMCS and create a task in EngageBay CRM
Failed Stripe payments update client statuses in WHMCS and log follow-up tasks in EngageBay CRM for your team.

Supported triggers and actions for EngageBay CRM and WHMCS

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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WHMCS
WHMCS Triggers & Actions
Invoice is paid in WHMCS
Triggers the automation when an invoice is marked as paid
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Order is created in WHMCS
Triggers the automation when a new order is created
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Invoice is created in WHMCS
Triggers the automation when any invoice is added or modified
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Client is created in WHMCS
Triggers the automation when a new client is created
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Ticket is created in WHMCS
Triggers the automation when a new ticket is created
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Todo item is created in WHMCS
Triggers the automation when a todo item is created
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Search client in WHMCS
Finds and retrieves client information
Try it โ†’
Get ticket by ID in WHMCS
Retrieves tickets information based on their ID
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Get invoice by ID in WHMCS
Try it โ†’
Create client in WHMCS
Generates a new client profile
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Delete client in WHMCS
Removes client from the database
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Create ticket in WHMCS
Generates a new ticket
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Update ticket in WHMCS
Updates ticket information
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Create invoice in WHMCS
Generates invoices for sales transactions
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Create contact in WHMCS
Adds a new contact to the database
Try it โ†’
Search contact in WHMCS
Finds and retrieves contact information
Try it โ†’
Update contact in WHMCS
Updates contact information with new details
Try it โ†’
Create project in WHMCS
Creates a new project
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Get client by ID in WHMCS
Retrieves client information based on their id
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Search ticket in WHMCS
Searches for a ticket
Try it โ†’

What can you automate with EngageBay CRM + WHMCS?

Streamline your sales and billing operations by connecting contact creation, invoice generation, client management, and team notifications.

What you can automate?
๐Ÿ”„
Sync new contacts into client accounts instantly
Automatically provision a new client in WHMCS the moment a contact is created in EngageBay CRM, eliminating duplicate data entry.
๐Ÿงพ
Capture every submitted invoice and order detail
Map all available order and invoice attributes across both platforms instead of copying basic summaries by hand.
๐Ÿ””
Alert your team the second payments arrive
Notify your billing or sales channel in Slack immediately whenever an invoice is paid or a new order is placed.
๐Ÿ”€
Route records based on order value or tier
Create high-priority deals in EngageBay CRM when VIP clients submit orders exceeding specific financial thresholds.
๐Ÿ“…
Keep client profiles updated as records change
Ensure contact updates and ticket modifications reflect across both EngageBay CRM and WHMCS in real time.
๐Ÿ”
Search and update instead of creating duplicates
Check existing client databases before creating records to maintain clean, deduplicated contact directories.
๐Ÿ’ณ
Handle payment milestones and invoice statuses
Update deal stages and CRM records automatically when invoices are paid, refunded, or marked overdue.
๐Ÿ”—
Extend your workflow with powerful third-party apps
Connect your core automation to Slack, Gmail, Stripe, or Google Drive to notify teams and archive documents.
And much more...

Who is EngageBay CRM + WHMCS integration for?

Connecting EngageBay CRM and WHMCS helps sales and billing teams eliminate manual data entry, keep client records aligned, and track revenue without delays.

Finance directors
Finance directors
Sales managers
Sales managers
Account executives
Account executives
Operations specialists
Operations specialists
Customer success leads
Customer success leads
Support supervisors
Support supervisors
๐Ÿ“ˆ
Finance directors
You're reconciling paid invoices and recurring billing data across disconnected apps, but manual exports leave your revenue reports out of date โ€” this integration means every paid invoice syncs instantly and your financial metrics stay accurate.
โšก
Sales managers
You need your team to act fast when new prospects convert, but client creation in billing lags behind lead generation โ€” connecting these apps means every new contact automatically provisions a client profile without delay.
๐Ÿค
Account executives
You answer to clients who expect their billing and support history to be readily accessible across platforms โ€” automating both apps means client records remain completely synchronized from day one.
๐Ÿ“Š
Operations specialists
The volume of new deals and orders is too high for anyone to keep up by hand, leading to missing client profiles โ€” with this integration, every contact and order flows seamlessly between systems.
๐ŸŽฏ
Customer success leads
You depend on sales handoffs to start client onboarding, but manual notifications often arrive late โ€” automating both apps means support tickets and client orders trigger onboarding workflows instantly.
๐Ÿ—‚๏ธ
Support supervisors
You need a reliable history of client inquiries and ticket resolutions, but manual logging creates gaps in customer timelines โ€” this integration means every ticket update is logged accurately across your tools.
Our team

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Why choose Integrately to automate EngageBay CRM + WHMCS

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

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Frequently Asked Questions

How do I connect EngageBay CRM to WHMCS?
Frequently Asked Questions
You can connect EngageBay CRM to WHMCS in 1 click using ready templates or ask Integrately AI to build the workflow. It links your CRM data with billing tools effortlessly alongside 1,500+ other apps.
Can I automatically create a WHMCS client when a contact is created in EngageBay CRM?
Frequently Asked Questions
Can I connect EngageBay CRM, WHMCS, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for EngageBay CRM and WHMCS?
Frequently Asked Questions
How does EngageBay CRM handle contact data during integration?
Frequently Asked Questions
How does WHMCS handle invoice and client syncing?
Frequently Asked Questions
Can I set up this integration without any coding skills?
Frequently Asked Questions
Is the EngageBay CRM and WHMCS integration free?
Frequently Asked Questions
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You Can Also Connect EngageBay CRM or WHMCS With 1500+ Other Apps

EngageBay CRM
Popular EngageBay CRM Integrations
Connect EngageBay CRM to marketing platforms, email tools, and lead capture systems to manage prospects effectively.
WHMCS
Popular WHMCS Integrations
Sync WHMCS with accounting software, payment gateways, and support systems to keep billing data synchronized.
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WHMCS Integrations arrow right
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