How to Sync data

Syncing contacts, deals, companies, calendar events,

How to integrate with Whatsapp

Integrating with Whatsapp

How to delete the account

Steps to Deleting Account

How to set up telephony integration

Enable telephony integration for making Calls/SMS

Enable the chat widget

Steps to enable the chat widget

How do I integrate my Zoom account

Integrating Zoom to automatically share meeting URL's in the appointment confirmation emails.

What is a Smart BCC

About Smart BCC

Integrating DocuSign with Engagebay

Steps to integrate DocuSign with EngageBay

How to add an email signature

Adding an email signature.

How to integrate Google/Outlook/Office 365 calendars

Integrate Google/Outlook/Office 365 calendars for sync

How to authenticate your domain by adding DKIM/SPF

Authenticating your domain by adding DKIM / SPF records.

What is Vanity URL and How to set it up?

About Vanity URL

Integration with Zero bounce & Validating the contacts

Integration with Zero bounce & Validating the contacts

How do I enable Hubspot Sync?

Enabling HubSpot Sync

Invite your team

Add users / Invite your team

Customize account default settings

Changing the default settings of the account like Timezone, Business hours, Currency, Date and Time Format.

Connect apps to your EngageBay account

Enable Integration / Sync with third party apps

Set up your EngageBay account

Market your business with EngageBay

Create landing pages, create forms, sending email campaigns

Manage your CRM database

Import contacts, deals, companies, create lists

Generate sales

Generate sales

Support your customers with EngageBay

Setting up Service Desk, Live Chat, Chat bot, Knowledgebase

Aircall Installation

Written by Andy Roberts

Updated over 16 days ago

How to use EngageBay - Aircall Integration

Written by Andy Roberts

Updated over 16 days ago

EngageBay - Aircall Features

Written by Andy Roberts

Updated over 16 days ago