Automate Tasks with Smart Workflows

Boost efficiency, save time, reduce errors, and increase sales with EngageBay's set-and-forget workflows. Simplify your business processes and automate repetitive tasks effortlessly.

Intelligent Automation

Streamline redundant tasks with EngageBay's smart workflow automation. Create workflows based on actions and conditions, set them up once, and let them work their magic. From tagging and star ratings to condition fulfillment and email sending, manage everything from EngageBay's intuitive dashboard. Design workflows as simple or complex as your needs demand.

Marketing Campaigns

Enhance your marketing efforts with EngageBay's powerful workflows. Automate actions to send emails, push notifications, and SMS, or integrate contacts into other marketing workflows. Schedule emails, score leads, and qualify customers using precise conditions. Create workflows triggered by specific actions, such as visiting a URL, opening an email, or attending a call, allowing you to focus on more critical tasks.

Lead Processing

Enhance your sales process by creating workflows that trigger when leads perform key actions, such as adding products to their cart or visiting crucial webpages. Score leads based on these actions and design workflows to assign high-potential contacts to your sales team once they meet certain criteria. Increase your efficiency and drive sales growth with EngageBay's smart workflows.

Lead Generation

Drive lead generation with EngageBay's workflows. When contacts attend your calls, subscribe to your newsletter, or join an event, trigger workflows to segment, tag, and move them into a new process. Begin converting these leads into paying customers with ease and efficiency.

Help Desk Workflows

Optimize your customer service process with EngageBay's workflows. Automate ticket creation, set status and priority, assign reps, and resolve issues seamlessly. Ensure customer satisfaction by prioritizing tickets based on urgency or deadlines and routing them to the appropriate service agents or teams.

I highly recommend the tool. It's an awesome tool for a startup like us.

Garma Gay D.

Technical Helpdesk Support Analyst, Atos

I was using ActiveCampaign but the costs were adding up quite quickly. I tried other platforms but the automation sequence offered by ActiveCampaign is not easy to find, until, I got Engagebay. The platforms offer an awesome automation platform for emails, plus landing pages and forms. It works quite well and can be a perfect substitute.

Leonardo W.

Founder, Wolff Consultoria

A full-featured marketing platform. With this, you have all you need to get started and succeed. Having all in one platform make any marketer job much easier.

Santiago B.

Southern Europe Director, Triptease

Enabled me to easily capture details of interested parties for my products. Ease of use Feature set. Excellent customer service.

Raymond B.

IT Project Manager, BespokeIT/Corp Networking Limited

It covers everything a small business sales/marketing team needs.

Gergely Csaba N.

Online Marketing, Chamaileon

I love the landing page builder and ability to import a URL and basically create any type of landing page. This makes creating funnels super easy. You can then customize it to suit your needs. I also liked the fact that the landing pages and automation were all in the same tool. This saves time and makes it so much easier to do email marketing.

Vandana Taxali

Intellectual Property, Digital Media & Entertainment Lawyer

I like how they give you access to all these marketing and CRM/sales features in one dashboard. It could easily replace a number of other tools you are using right now. Pricing is fair for what you get too and I also really like the file repository feature that bigger marketing teams will really appreciate. I would be happy to recommend this tool to my clients.

Paul T.

eMarketing Strategist, Paul Therond Consulting

This product is just like HubSpot. I cannot believe the price, so far I've used it for 2 weeks and those guys have added 2 features more.

Ivana B

Founder, New Marketing.Agency

Most basic and advanced tools you need in your online business is inside Engagebay, from lead generation, email marketing, page builder, CRM (alternative for Hubspot and Infusionsoft) and my most favorite is the marketing automation.

Jan Patrick T

Executive Managing Broker, Greatway Financial Inc

All its tools and functions are good, but what I like most are the automation and programming in social networks along with landing pages, pop-ups, and forms that together help me increase traffic and in the short term generate sales.

Dioshai G

Web Developer, Huawei Technologies

The software is easy to set up and implement. I feel EngageBay is quickly becoming a marketing automation competitor to the premium SAAS offerings. EngageBay's customer support has been very responsive and helped me resolve an implementation issue almost immediately.

Shawn L

Marketing Manager, List Biological Laboratories, Inc

I highly recommend the tool. It's an awesome tool for a startup like us.

Garma Gay D.

Technical Helpdesk Support Analyst, Atos

Leonardo W.

Founder, Wolff Consultoria

Automate Your Sales Tasks With EngageBay’s Smart Workflows

Say Hi to New Leads

Set up workflows to automatically send a personalized 'welcome' email or message to new leads, ensuring your presence is felt from the start.

Process Your Contacts

Tag, update, and segment contacts based on key actions. Set up workflows to streamline these tasks and seamlessly integrate leads into your sales pipeline for further processing.

Score Leads Automatically

Evaluate leads based on their behavior and add qualified contacts to your drip campaigns automatically. Streamline your efforts and drive sales with efficient automation.

Follow Up Seamlessly

Ensure no opportunity is missed during your company's growth. Use actions and triggers to create follow-up workflows, guiding your leads through the next phase of their journey.

Prepare for Appointments

As your company grows, keeping track of appointments can be challenging. Utilize workflows to set up reminders and follow-up tasks, ensuring you make the most of your time.

Automate Renewal Messages

Strengthen customer support and enhance brand perception by sending timely renewal reminders for your subscription services and products.

Workflow Management Frequently Asked Questions (FAQ's):

What is a workflow in CRM?
In CRM, a workflow is a sequence of actions to complete a business task, sale, or process. In essence, workflows lets you focus on what's important by automating repetitive and manual tasks, like scheduling appointments, sending follow-up emails, organizing customer tickets, among others. By automating workflows, you can streamline your marketing, sales, and customer support tasks with ease. For example, you can set up a workflow to:
- Add an 'Important' tag and provide higher lead scores when your contact performs high-value actions.
- Remind your subscribers of upcoming renewal dates.
- Prioritize, assign, and close customer tickets.
So sit back and let workflows do complex and daunting work for you.
What are the benefits of CRM workflow automation?

With CRM workflow automation, you can automate lead capture and connect with them quickly, send them personalized messages, and follow them up at the right time. You can route them to the sales pipeline, add them to drip campaigns, and ensure that you maximize your return with minimal effort. More importantly, you can avoid human errors, delays, and incompetencies by setting up automated CRM workflows.

How do workflows work?

Executing a workflow initiates a sequence of actions based on various controls. Using Yes/No conditions, you can create simple or complex workflows depending on satisfying conditions. For example, using actions and controls, you can add a contact to a specific list if they have successfully completed a call, or reschedule one if they haven't.
How do I set up a workflow in EngageBay?
Create powerful marketing, sales, and service workflows using 'Actions' and 'Controls.'

Both workflows and automation contain the same blocks. However, workflows do not contain triggers and have to be executed manually.
- Create a new workflow and add actions/controls based on your needs using the visual workflow editor
- Once completed, you can select a single contact or even a group of contact, and subject them to a workflow. Execute the workflow under bulk actions.