How to Send Easy Digital Downloads Orders to EngageBay

EngageBay is a CRM that helps you manage contacts and track interactions. Getting Easy Digital Downloads order data into EngageBay does not require external tools. Advanced Form Integration handles it natively, and this guide covers every step.

The direct approach

AFI delivers order data straight from WordPress to EngageBay. No third-party cloud, no per-task fees, and every request is logged for troubleshooting.

What you will need

• A WordPress site with Easy Digital Downloads installed and configured.
• A EngageBay account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect EngageBay to AFI

1. Log in to your EngageBay account.
2. Go to Settings → API and copy your API Key.
3. In WordPress, go to AFI → Settings → EngageBay.
4. Enter the API Key, email, and name, then click Save.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it Easy Digital Downloads to EngageBay.

2. Pick your trigger

Select Easy Digital Downloads as the form provider. AFI fires when a purchase is completed, giving you access to customer details, product information, payment data, and download links.

3. Select EngageBay as the destination

Choose EngageBay from the platform dropdown and pick Create Contact. This creates a contact in EngageBay.

4. Map fields

Match each EngageBay field on the left to the corresponding Easy Digital Downloads field on the right. Common mappings include customer name, email, product details, and order total. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain purchases? Set up a conditional rule. For example, only sync completed payments or specific products.

6. Save and test

Click Save Integration. Place a test purchase in your Easy Digital Downloads store. Check EngageBay to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps name, email, and phone to EngageBay with unlimited orders. Pro adds custom field mapping. No per-order fees on any plan.

Frequently asked questions

Which Easy Digital Downloads events trigger the integration?

AFI fires when a purchase is completed. This covers new sales, including customer details and product information.

Will adding this slow down my checkout?

No. AFI sends data to the destination after the purchase is processed. Your customers complete checkout normally without any delay.

Can I send purchases to multiple platforms?

Yes. Create a separate integration for each destination, and every purchase flows to all of them simultaneously.

Get started

Install Advanced Form Integration free from WordPress.org and connect Easy Digital Downloads to EngageBay in minutes.