EngageBay CRM + Wrike Integration
Integrate EngageBay CRM to Wrike in one click, or tell Integrately AI how you want each deal handled. Create tasks, update company records, notify your team, and track execution automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created in EngageBay CRM- Contact is updated in EngageBay CRM
- Owner is created in EngageBay CRM
- Deal is created in EngageBay CRM
- Deal is updated in EngageBay CRM
- Form is submitted in EngageBay CRM
- List is created in EngageBay CRM
- Company is created in EngageBay CRM
- Company is updated in EngageBay CRM
Task is created in Wrike Instant- Task status is changed in Wrike Instant
- Comment is created in Wrike Instant
- Folder is created in Wrike Instant
- Attachment is added in Wrike Instant
2.
- Create a contact in EngageBay CRM
- Update contact in EngageBay CRM
- Search contact by email in EngageBay CRM
- Add tag to a contact in EngageBay CRM
- Remove tag from contact in EngageBay CRM
- Search contact in EngageBay CRM
- Add contact to a form in EngageBay CRM
- Create a company in EngageBay CRM
- Search company in EngageBay CRM
- Create task in Wrike
- Get task by Id in Wrike
- Create a timelog in Wrike
- Create folder in Wrike
- Add a comment in task in Wrike
- Add a comment in folder in Wrike
- Create project in Wrike
- Get folder by Id in Wrike
Trusted by experts at...
Ready Workflows for EngageBay CRM + Wrike Integration
Create tasks from deals, organise project folders, keep contact records updated, alert your team, and track timelines, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your EngageBay CRM + Wrike flow
Capture leads from forms, notify project channels, log project expenses, and schedule kick-off meetings effortlessly. Pick a combination and activate it in one click.
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Slack (8)
Slack (8) +
Gmail (6)
Gmail (6) +
Calendly (4)
Calendly (4) +
Typeform (4)
Typeform (4) +
Stripe (4)
Stripe (4) +
Zoom (4)
Zoom (4) E
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Create a Wrike task for every new EngageBay CRM deal, and notify your sales channel in Slack
New EngageBay CRM deals instantly generate matching Wrike tasks while your sales channel gets notified in Slack, eliminating manual task creation.
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When a Wrike task status is changed, update the EngageBay CRM contact and alert your team in Slack
Task updates in Wrike automatically reflect on EngageBay CRM contacts and notify your team in Slack, keeping client records accurate.
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When a Wrike comment is created, add a tag to the EngageBay CRM contact and notify the account manager in Slack
New Wrike comments tag the right EngageBay CRM contacts automatically and alert account managers in Slack for fast collaboration.
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Create a Wrike project when a new company is created in EngageBay CRM, and announce it in Slack
New EngageBay CRM companies automatically set up dedicated Wrike projects and alert your delivery team in Slack instantly.
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If an EngageBay CRM deal is updated, create a Wrike task and notify your leadership channel in Slack
Updated EngageBay CRM deals trigger priority Wrike tasks and alert leadership channels in Slack for immediate oversight.
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When a Wrike folder is created, create a company in EngageBay CRM and post the link in Slack
New Wrike folders generate matching company records in EngageBay CRM and share the update in Slack automatically.
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Use Claude to summarise new EngageBay CRM form submissions, create a Wrike task, and post the brief in Slack
Claude summarises new EngageBay CRM form submissions, generates a structured Wrike task, and posts the project brief in Slack.
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When an EngageBay CRM contact is updated, create a Wrike task, notify Slack, and send a confirmation email in Gmail
Updated EngageBay CRM contacts trigger Wrike tasks, team alerts in Slack, and confirmation emails in Gmail automatically.
Supported triggers and actions for EngageBay CRM and Wrike
Mix and match to build the exact automation you need
EngageBay CRM Triggers & Actions
Wrike Triggers & Actions
Instant
Task status is changed in Wrike
Triggers the automation when the status of a task is changed
Try it → What can you automate with EngageBay CRM + Wrike?
Streamline your sales-to-project handover with powerful automated workflows that eliminate manual data entry.
🚀
Create Wrike tasks from EngageBay CRM deals automatically
Whenever a new deal is created in EngageBay CRM, a matching task is generated in Wrike instantly. Your delivery team can start work immediately without waiting for manual handoffs.
📋
Capture every submitted form field in your project tasks
Map all available EngageBay CRM form answers directly into Wrike task descriptions instead of just basic names. Your project workspace becomes a complete source of client details.
🔔
Alert your project team the moment a deal closes
Notify your team channels in Slack or via Gmail whenever project work is initialised from an EngageBay CRM deal. Everyone stays informed of new deliverables without status meetings.
🔀
Route tasks differently based on deal value or tier
Set up conditional rules so high-value EngageBay CRM deals generate priority Wrike projects while standard deals create regular tasks. Your workflow adapts to your business tiers.
🔄
Keep Wrike and EngageBay CRM records continuously updated
When task statuses change in Wrike, automatically update corresponding contact records and deal stages in EngageBay CRM. Both systems remain accurate reflection points for your team.
🔍
Search and update existing contacts instead of creating duplicates
Check for existing records in EngageBay CRM before creating new Wrike tasks or company profiles. Your database stays clean and free of duplicate entries.
⏱️
Handle project completion and status milestones automatically
When Wrike tasks are marked complete, trigger deal updates in EngageBay CRM and send client notification emails. Closing out projects happens systematically.
💬
Extend your workflow to messaging and email apps
Connect Slack, Gmail, or Calendly to your EngageBay CRM and Wrike flow for multi-step team alerts and automated client communication.
And much more...
Who is EngageBay CRM + Wrike integration for?
Sales teams, project managers, and operations leaders who need to transition closed deals into actionable project deliverables without manual re-entry will find this automation essential.
Sales directors
Project managers
Account managers
Operations teams
Implementation specialists
Business analysts
📈
Sales directors
You're tracking closed deals in EngageBay CRM but project execution metrics in Wrike remain disconnected, so your pipeline reports are always missing delivery status — with this integration, every deal update flows into Wrike instantly and your reporting stays accurate.
⚡
Project managers
You need to kick off client onboarding immediately when a deal closes, but manual handoffs mean you find out about new sales days later — with this integration, every new deal creates a Wrike task instantly and your team starts work without delay.
🤝
Account managers
Your clients ask for progress updates on active projects, but jumping between EngageBay CRM and Wrike slows down your client communication — this integration means all deal and project data stays synchronised and you can answer client questions on the spot.
📊
Operations teams
High volumes of inbound leads and new company signups create endless manual data entry work between EngageBay CRM and Wrike — with this integration, every contact and deal record syncs automatically across both platforms without human error.
🎯
Implementation specialists
You depend on sales reps to hand over client requirements accurately, but missing project briefs cause delays in Wrike task setup — automating both apps means every form submission and deal detail populates your Wrike tasks with complete information.
🔍
Business analysts
You rely on complete historical records across sales and project management to audit team performance, but manual entry leaves gaps in your data — connecting these apps means every deal, contact, and task milestone logs reliably without missing entries.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate EngageBay CRM + Wrike
Build and manage your EngageBay CRM + Wrike automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect EngageBay CRM + Wrike with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
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Automation is ready
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Frequently Asked Questions
How do I connect EngageBay CRM to Wrike?
You can connect EngageBay CRM to Wrike in one click using pre-built workflows or ask Integrately AI to configure custom steps with Slack, Gmail, and Calendly.
Can I automatically create Wrike tasks from new EngageBay CRM deals?
Can I connect EngageBay CRM, Wrike, and Slack?
What is a good Zapier alternative for EngageBay CRM and Wrike?
How does EngageBay CRM handle contact data during synchronisation?
Can I track Wrike task status changes inside EngageBay CRM?
Do I need coding skills to automate EngageBay CRM and Wrike?
Is the EngageBay CRM and Wrike integration free?
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