EngageBay

The Advanced Form Integration plugin supports both standard and Pro integrations with EngageBay, allowing you to automatically create or update contacts when a form is submitted.

Available Actions

• Create New Contact

How to Set Up EngageBay Integration

Step 1: Get Your EngageBay API Key

1. Log in to your EngageBay account.

2. Go to Account Settings > API & Tracking Code.

3. Copy the REST API Key.

Step 2: Configure EngageBay in Plugin Settings

1. In your WordPress dashboard, go to Advanced Form Integration > Settings.

2. Click on the EngageBay tab.

3. Paste your API key into the input field.

4. Click Save Changes.

Creating a New Integration

1. Navigate to Advanced Form Integration > New Integration.

2. Select your Form and Trigger Event.

3. Choose EngageBay or EngageBay [PRO] under Action.

4. Select the action: Create New Contact.

5. Configure the following fields:

   • EngageBay List: Select the contact list to add the contact to.

   • Map Fields: Match form fields with EngageBay fields such as:

     • Email

     • First Name

     • Last Name

     • Phone

     • Company

     • Address, City, Zip, State, Country

     • Role, Website

     • Custom fields (Pro only)

     • Tags (Pro only)

EngageBay vs. EngageBay Pro

Standard (Free)

• Basic fields mapping

• List selection

• Automatic contact creation/updating

Pro Features

• Support for custom EngageBay fields

• Tag creation and assignment

To use Pro features, create a new integration and select EngageBay [PRO].

Notes

• If a contact with the same email exists, the plugin will update that contact.

• If a company name is provided and does not exist, the plugin will create a new company record.

• Address fields are merged with existing address data when updating a contact.

• Tags are parsed from comma-separated values and added individually.