A new Jotform-EngageBay integration to automate your workflow

We’re thrilled to announce that Jotform — the go-to choice for data collection — and EngageBay are integration partners. Now businesses can seamlessly import data collected from forms and surveys to their EngageBay CRM database, saving time and boosting productivity.

EngageBay is an all-in-one marketing tool aimed at small businesses and is one of the highest-rated solutions on the market. With EngageBay, users enjoy an integrated marketing, sales, and support solution, including a free CRM, with the essential features businesses need.   

EngageBay makes business automation software easy to set up and use. Created to reduce the complications, clutter, and silos of multiple solutions, EngageBay’s unified CRM keeps all team members aligned and streamlines day to day processes.  

EngageBay and Jotform share a common mission to increase productivity for our customers. Trusted by millions of users, Jotform makes it easy for enterprises, small to medium-sized businesses, and nonprofits the world over to create forms and surveys. Our all-in-one data-collection solutions simplify the process of collecting, analyzing, visualizing, and presenting data. Both Jotform and EngageBay view customer service as a catalyst for product innovation.

We’re constantly working to improve connectivity and productive solutions for our subscriber base. In short, our marketing solutions are easier [to use] due to our integration with Jotform, the industry leader in data collection. Now our users can continue to enjoy a streamlined workflow that further simplifies the process of importing data into the EngageBay all-in-one platform, creating higher productivity across the board.

Radhika Mohan Singh Roy, Head of Marketing at EngageBay

The integration setup is simple and easy. First, find the EngageBay integration listing in the Settings section of the Jotform Form Builder.

A new Jotform-EngageBay integration to automate your workflow Image-1

Click on the Visit EngageBay button to log in or sign up for an account.

A new Jotform-EngageBay integration to automate your workflow Image-2

The integration will seamlessly and automatically populate the data collected through Jotform into your EngageBay CRM.


This integration gives Jotform and EngageBay customers the ability to send collected data from their forms to their EngageBay CRM automatically, keeping their contact lists up to date with the information they need. Jotform users can integrate with EngageBay’s CRM (contacts, deals, and prospects), Marketing (contacts, email, and landing pages), and Sales solutions (contacts and prospects).

By collecting new sales and marketing details through Jotform and sending them to your CRM system automatically, you’ll be able to act faster and enjoy the seamless workflows you’ve come to love from both Jotform and EngageBay. Best of all, it’s completely free. Get started with your account.

This article is originally published on Nov 16, 2020, and updated on Jan 06, 2023.
Chris is a Content Marketer and Creator at Jotform who believes in creative writing as a force for positive change. Possessing a diverse professional background and skill set, Chris produces award winning thought leadership. Movies, travel, design and great food/wine with friends are among his loves. You can reach Chris through his contact form.

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