The EngageBay–CitrusLime integration ensures your sales, marketing, and support teams always work from a single source of truth. Customer records, orders, and communication history seamlessly flow between the two systems, so every interaction is informed and consistent.
When setting up the sync, you can map fields between CitrusLime and EngageBay. Decide which data fields align (e.g., name, email, phone, purchase history) to ensure information flows correctly between both systems.
Enable the integration and instantly bring CitrusLime contacts into EngageBay. Updates happen in real time, eliminating silos and ensuring your CRM always reflects the latest retail data.
Automatically pull order history from CitrusLime into EngageBay. With every purchase visible in your CRM, your team can personalize upsells, create targeted promotions, and deliver better customer service.
Anytime you create a new contact in EngageBay, it’s auto-pushed into CitrusLime. That means your retail system is always in sync with your CRM—no extra work needed.
No more switching between systems or entering data twice
View retail and CRM data together for a complete customer picture
Use real-time insights to deliver timely, personalized support
Streamline operations so you can focus on scaling your business
Easily integrate EngageBay with the tools you already love.
One platform for all your Marketing, Sales, and Support teams.
