A guide on how to integrate EngageBay with Plecto.

Last updated: Sept. 26, 2022

For each data type you import, Plecto will create one data source. Find the list of data sources under Data management > Data sources. Our integration with EngageBay currently allows you to import the following data types:

  • Contacts
  • Deals
Technical details

Visit our EngageBay integration page to see the technical details, such as the update frequency, custom field support, and more.

To integrate EngageBay with Plecto, you first need to find a REST API key in your EngageBay account, then create a new EngageBay data source in Plecto. Visit this website to learn more about EngageBay's REST API.

  1. To get the API key, open EngageBay, then go to Account Admin SettingsAPIREST API Key.
  2. Open Plecto and go to Data management > Data sources+ New data source > EngageBay.
  3. Insert your REST API Key.
  4. Click Next.
  5. (Optional) Expand the Advanced settings to change the data source title, default date field used in formulas, or other settings. You can access the settings also after you've created the data source.
  6. Click Next to continue and import your data.
Need help building formulas?

Read our help articles Introduction to the Formula Editor and How to Build a Formula.

Was this article helpful?

Please leave a comment to help us improve.