ENGAGEBAY

What is engagebay CRM Connector?

engagebay CRM Connector is a Looker Studio connector that helps to connect Looker Studio with engagebay and use it as a data source in Looker Studio.

engagebay CRM Connector turns your data into informative dashboards and reports that are easy to read, easy to share, and fully customizable.

What is engagebay?

engagebay helps startups and growing businesses scale faster with its simple, powerful, affordable, integrated all-in-one marketing, sales & support software with free, affordable, and affordable CRM.

The marketing automation suite helps you save time, nurture your audience and automate routine, manual tasks. With the free CRM and sales automation, you can organize all your email contacts, and track deals, and the sales pipeline to grow your sales.

How does it work?

Step 1: Choose "engagebay" connector from Google Looker Studio Partner Gallery

Step 2: Go to Account Settings




Step 3: Copy the REST API Key From the API & Tracking Code Section.




Step 4: Provide your REST API Key(Token) for accessing engagebay CRM




Step 5: Choose the Object you want to use

Step 6: The available fields from the Object are listed.


Step 7: Use this as a data source and continue normally with designing your report in Looker Studio.

Step 8: You can customize the dashboard as you want.

engagebay - Looker Studio Dashboard

An example of a dashboard created in Looker Studio with engagebay CRM Data Connector.

engagebay_-Dashboard_report-_by_Jivrus_Technologies.pdf