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Table of contents

Step 1: Get an API key from EngageBay

To integrate, 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. Open EngageBay, then go to Account Admin SettingsAPIREST API Key.

  2. Copy the key and move on to step 2.

Step 2: Connect EngageBay with Plecto

  1. Open Plecto.

  2. Go to Data management > Data sources+ New data source > EngageBay.

  3. Insert your REST API Key.

  4. Click Next.

  5. Select the data types you want to import to Plecto.

  6. (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.

  7. Click Next to finish and import your data.

Available data types

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