EngageBay CRM + WooCommerce Integration

Integrate EngageBay CRM to WooCommerce in one click, or tell Integrately AI how you want each customer handled. Sync new store customers to your CRM, update records, alert your team, and trigger targeted 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
  • WooCommerce
    Order is created in WooCommerce
  • WooCommerce
    Order is updated in WooCommerce
  • WooCommerce
    Order is completed in WooCommerce
  • WooCommerce
    Order is deleted in WooCommerce Instant
  • WooCommerce
    Customer is created in WooCommerce Instant
  • WooCommerce
    Customer is updated in WooCommerce Instant
  • WooCommerce
    Customer is deleted in WooCommerce Instant
  • WooCommerce
    Subscription is created in WooCommerce
  • WooCommerce
    Subscription is updated in WooCommerce Instant
  • WooCommerce
    Subscription is switched in WooCommerce Instant
  • WooCommerce
    Subscription is deleted in WooCommerce Instant
  • WooCommerce
    Product is created in WooCommerce Instant
  • WooCommerce
    Product is updated in WooCommerce Instant
  • WooCommerce
    Product is deleted in WooCommerce Instant
  • WooCommerce
    Coupon is created in WooCommerce Instant
  • WooCommerce
    Coupon is updated in WooCommerce Instant
  • WooCommerce
    Coupon is deleted in WooCommerce Instant
  • WooCommerce
    User membership is created in WooCommerce Instant
  • WooCommerce
    User membership is updated in WooCommerce Instant
  • WooCommerce
    User membership is transferred in WooCommerce Instant
  • WooCommerce
    User membership is deleted in WooCommerce Instant
  • WooCommerce
    Membership plan is created in WooCommerce Instant
  • WooCommerce
    Membership plan is updated in WooCommerce Instant
  • WooCommerce
    Membership plan is restored in WooCommerce Instant
  • WooCommerce
    Membership plan is deleted in WooCommerce Instant
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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
  • WooCommerce
    Create order in WooCommerce
  • WooCommerce
    Update order in WooCommerce
  • WooCommerce
    Search order in WooCommerce
  • WooCommerce
    Create order note in WooCommerce
  • WooCommerce
    Create customer in WooCommerce
  • WooCommerce
    Update customer in WooCommerce
  • WooCommerce
    Search customer in WooCommerce
  • WooCommerce
    Create product in WooCommerce
  • WooCommerce
    Update product in WooCommerce
  • WooCommerce
    Create product category in WooCommerce
  • WooCommerce
    Create product tag in WooCommerce
  • WooCommerce
    Search product by name in WooCommerce
  • WooCommerce
    Search product variation in WooCommerce
  • WooCommerce
    Search product category in WooCommerce
  • WooCommerce
    Search product tag in WooCommerce
  • WooCommerce
    Search product in WooCommerce
  • WooCommerce
    Create coupon in WooCommerce
  • WooCommerce
    Update coupon in WooCommerce
  • WooCommerce
    Search coupon in WooCommerce
  • WooCommerce
    Search subscription in WooCommerce
  • WooCommerce
    Create a user membership in WooCommerce
  • WooCommerce
    Update a user membership in WooCommerce
  • WooCommerce
    Get user membership by id in WooCommerce
  • WooCommerce
    Delete a user membership in WooCommerce
  • WooCommerce
    Get membership plan by id in WooCommerce
  • WooCommerce
    Search user memberships in WooCommerce

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Ready Workflows Ready Workflows for EngageBay CRM + WooCommerce Integration

Capture customers, organise order data, keep CRM profiles updated, alert your team, and send follow-ups, all in just one click.

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

Create WooCommerce customer for new EngageBay CRM contact

Keeping track of your contacts is important for any business, but it can be a real challenge if you're using multiple systems. Like having to swtch back and forth between EngageBay CRM and WooCommerce just to create a new contact can be time-consuming and frustrating.

Fortunately, there's a simple solution. You can use Integrately to automatically create a new WooCommerce customer whenever a new EngageBay CRM contact is created. That way, you can be sure that all of your contacts are in one place, making it easy to keep track of them.

Plus, you'll save yourself time and hassle by not having to manually transfer data between EngageBay CRM and WooCommerce. Just use this EngageBay CRM - WooCommerce integration to streamline your contact management and make your life easier.
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Connect more apps to your EngageBay CRM + WooCommerce flow

Connect email, messaging, and finance tools to handle customer alerts and updates after your core sync finishes. Pick a combination and activate it in one click.

EngageBay CRM
WooCommerce
+
StripeStripe (3)
+
MailchimpMailchimp (3)
+
Google SheetsGoogle Sheets (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
TypeformTypeform (3)
W
S
E
Create a Stripe customer for every new WooCommerce customer, and add a contact in EngageBay CRM
New WooCommerce customers automatically get a Stripe customer profile and an EngageBay CRM contact record without manual entry.
W
S
E
When a WooCommerce order is completed, create an invoice in Stripe and update contact in EngageBay CRM
Completed WooCommerce orders trigger an invoice in Stripe and update contact details in EngageBay CRM instantly.
S
W
E
When a Stripe payment fails, update order in WooCommerce and add tag to a contact in EngageBay CRM
Failed Stripe payments update the WooCommerce order status and tag the corresponding contact in EngageBay CRM.

Supported triggers and actions for EngageBay CRM and WooCommerce

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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WooCommerce
WooCommerce Triggers & Actions
Order is created in WooCommerce
Triggers the automation when a new order is created
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Order is updated in WooCommerce
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Order is completed in WooCommerce
Triggers the automation when any order is completed
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Instant
Order is deleted in WooCommerce
Triggers the automation when any order is deleted
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Instant
Customer is created in WooCommerce
Triggers the automation when a new customer is created
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Instant
Customer is updated in WooCommerce
Triggers the automation when customer details are updated
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Instant
Customer is deleted in WooCommerce
Triggers the automation when a customer is removed from the database
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Subscription is created in WooCommerce
Triggers the automation when a new subscription is created
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Instant
Subscription is updated in WooCommerce
Triggers the automation when a subscription is updated
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Instant
Subscription is switched in WooCommerce
Triggers the automation when a subscription is switched
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Instant
Subscription is deleted in WooCommerce
Triggers the automation when a subscription is deleted
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Instant
Product is created in WooCommerce
Triggers the automation when a new product is created
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Instant
Product is updated in WooCommerce
Triggers the automation when a product is updated
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Instant
Product is deleted in WooCommerce
Triggers the automation when a product is deleted
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Instant
Coupon is created in WooCommerce
Triggers the automation when a new coupon is created
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Instant
Coupon is updated in WooCommerce
Triggers the automation when a coupon is updated
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Instant
Coupon is deleted in WooCommerce
Triggers the automation when a coupon is deleted
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Instant
User membership is created in WooCommerce
Triggers the automation when a new user membership is created.
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Instant
User membership is updated in WooCommerce
Triggers the automation when a new membership is updated.
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Instant
User membership is transferred in WooCommerce
Triggers the automation when a membership is transferred.
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Instant
User membership is deleted in WooCommerce
Triggers the automation when a membership is deleted.
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Instant
Membership plan is created in WooCommerce
Triggers the automation when a membership plan is created.
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Instant
Membership plan is updated in WooCommerce
Triggers the automation when a membership plan is updated.
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Instant
Membership plan is restored in WooCommerce
Triggers the automation when a membership plan is restored.
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Instant
Membership plan is deleted in WooCommerce
Triggers the automation when a membership plan is deleted.
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Create order in WooCommerce
Creates a new order
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Update order in WooCommerce
Updates the status and details of an existing order
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Search order in WooCommerce
Searches for a order
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Create order note in WooCommerce
Creates a new order note
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Create customer in WooCommerce
Adds a new customer to the database
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Update customer in WooCommerce
Updates a customer's information
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Search customer in WooCommerce
Locates and retrieves customer information
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Create product in WooCommerce
Generates and launch new products
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Update product in WooCommerce
Updates product information
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Create product category in WooCommerce
Generates a new product category
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Create product tag in WooCommerce
Generates a new product tag
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Search product by name in WooCommerce
Searches for a product by name
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Search product variation in WooCommerce
Searches for a product variation
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Search product category in WooCommerce
Searches for a product category
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Search product tag in WooCommerce
Searches for a product tag
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Search product in WooCommerce
Searches for a product
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Create coupon in WooCommerce
Generates a discount code for a new promotional offer
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Update coupon in WooCommerce
Updates coupon information
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Search coupon in WooCommerce
Searches for a coupon
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Search subscription in WooCommerce
Searches for a subscription
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Create a user membership in WooCommerce
Creates a new user membership
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Update a user membership in WooCommerce
Updates an existing user membership
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Get user membership by id in WooCommerce
Retrieves user membership by ID
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Delete a user membership in WooCommerce
Deletes a user membership
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Get membership plan by id in WooCommerce
Retrieves membership plan by ID
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Search user memberships in WooCommerce
Searches for user membership
Try it →

What can you automate with EngageBay CRM + WooCommerce?

Connect your online store and CRM to automate customer syncing, order tracking, team alerts, and pipeline updates.

What you can automate?
🔄
Sync store customers to your CRM instantly
Create an EngageBay CRM contact automatically whenever a new customer registers or places an order in WooCommerce. Eliminate manual data entry and keep your sales pipeline updated.
📋
Capture every order detail in CRM records
Map WooCommerce order data, products, and subscription details directly into EngageBay CRM contact profiles and deals for complete customer visibility.
🔔
Alert your team on completed store orders
Send instant notifications to your sales or support team whenever a WooCommerce order is completed, ensuring rapid response times for high-value purchases.
🔀
Route records based on purchase criteria
Create different deals or assign specific tags in EngageBay CRM depending on the product category or order total submitted in WooCommerce.
✍️
Keep customer profiles current as orders change
Update existing EngageBay CRM contacts automatically whenever store customers modify their account details or update their WooCommerce subscriptions.
🛡️
Prevent duplicate records across systems
Search existing database entries before creating new records, ensuring your EngageBay CRM contacts remain clean and deduplicated.
📉
Handle subscription and membership status changes
Trigger automated CRM updates when WooCommerce subscriptions or user memberships are renewed, switched, or cancelled.
📊
Extend store data into Google Sheets
Log every WooCommerce order and customer record into Google Sheets while simultaneously syncing your EngageBay CRM pipeline in a multi-step flow.
And much more...

Who is EngageBay CRM + WooCommerce integration for?

Ecommerce managers, sales reps, and customer success teams eliminate manual data entry and keep store orders and CRM contacts perfectly synchronised.

Ecommerce Directors
Ecommerce Directors
Sales Representatives
Sales Representatives
Operations Managers
Operations Managers
Store Owners
Store Owners
Customer Success Specialists
Customer Success Specialists
Marketing Managers
Marketing Managers
📈
Ecommerce Directors
You're tracking store revenue and customer acquisition metrics across separate platforms, but your CRM contact lists only update when someone manually exports orders, so your conversion reports are always hours behind — with this integration, every new customer record lands in EngageBay CRM instantly and your pipeline data stays current.
Sales Representatives
You need to follow up on high-value store purchases immediately, but order notifications sit unread in your inbox until someone checks WooCommerce, so warm leads go cold before you can reach out — this integration means every completed order triggers an instant contact update in EngageBay CRM so you can call buyers right away.
📊
Operations Managers
You report on store performance and pipeline health to executive leadership, but mismatched customer records between your store and CRM create conflicting totals that take hours to reconcile — connecting these apps means every WooCommerce order and customer is accurately reflected in EngageBay CRM without manual cross-checking.
🛒
Store Owners
Your online shop handles hundreds of daily transactions, and your staff spends half their shift copying customer details from WooCommerce into EngageBay CRM just to keep profiles updated — automating both apps means customer records and order statuses flow between systems the moment a purchase happens.
🤝
Customer Success Specialists
You rely on up-to-date purchase histories in EngageBay CRM to support buyers, but recent WooCommerce orders fail to sync before customers call in with questions, leaving you searching blind — with this integration, every subscription and order detail populates your CRM contact profiles automatically.
📝
Marketing Managers
You run targeted retention campaigns based on customer purchase behavior, but delayed data syncs mean buyers keep receiving promotional emails for items they just bought — automating this data flow means your EngageBay CRM segments update immediately whenever store orders or subscriptions change.
Our team

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Tell us what type of automation you want to make?

Why choose Integrately to automate EngageBay CRM + WooCommerce

Build and manage your EngageBay CRM + WooCommerce 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 + WooCommerce 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
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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 EngageBay CRM to WooCommerce?
Frequently Asked Questions
You can connect EngageBay CRM to WooCommerce in 1 click using ready workflows on Integrately, or use Integrately AI to build custom flows with Stripe, Mailchimp, and Google Sheets.
Can I automatically create EngageBay CRM contacts when WooCommerce orders are placed?
Frequently Asked Questions
Can I connect EngageBay CRM, WooCommerce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for EngageBay CRM and WooCommerce?
Frequently Asked Questions
How does EngageBay CRM handle customer data updates in this integration?
Frequently Asked Questions
Can WooCommerce order status changes trigger updates in EngageBay CRM?
Frequently Asked Questions
Do I need coding skills to automate EngageBay CRM and WooCommerce?
Frequently Asked Questions
Is the EngageBay CRM and WooCommerce integration free?
Frequently Asked Questions
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