Integration Guides

Connect your
Business Tools

Step-by-step guides to connecting your favorite e-commerce, CRM, and payment tools to Engage. Automate your workflows and keep your customers updated in real-time.

Shopify Setup

Install the Engage WhatsApp App from the Shopify App Store.

Connect your WhatsApp Business Account (WABA) in the Engage dashboard.

Enable "Order Notifications" in the Engage settings within Shopify.

Map your Shopify order statuses to WhatsApp message templates.

Pro Tip

Always use Meta-approved templates for automated notifications to maintain a high quality rating for your WhatsApp account.

Secure Setup

Engage uses AES-256 encryption to protect your third-party API credentials and tokens.

WooCommerce Setup

Download and install the Engage plugin for WordPress.

Enter your API Key from the Engage Dashboard.

Configure webhook triggers for "Order Created" and "Order Completed".

Select the templates to be sent for each trigger.

Pro Tip

Always use Meta-approved templates for automated notifications to maintain a high quality rating for your WhatsApp account.

Secure Setup

Engage uses AES-256 encryption to protect your third-party API credentials and tokens.

Zoho CRM Setup

Go to Zoho Marketplace and find Engage for Zoho CRM.

Authorize the connection using OAuth.

Set up Workflow Rules to trigger WhatsApp messages when a lead is created.

Use the "Send WhatsApp" button directly from the Lead or Contact view.

Pro Tip

Always use Meta-approved templates for automated notifications to maintain a high quality rating for your WhatsApp account.

Secure Setup

Engage uses AES-256 encryption to protect your third-party API credentials and tokens.

LeadSquared Setup

Navigate to LeadSquared Settings > API and Webhooks.

Copy your Access Key and Secret Key.

Enter these credentials in the Engage CRM setup panel.

Map your Lead Stages to Engage tags to trigger automated follow-ups.

Pro Tip

Always use Meta-approved templates for automated notifications to maintain a high quality rating for your WhatsApp account.

Secure Setup

Engage uses AES-256 encryption to protect your third-party API credentials and tokens.

Kylas CRM Setup

Generate an API Key from your Kylas CRM profile settings.

Input the API Key into the Engage integration dashboard.

Configure the "Lead Intake" webhook to sync new inquiries.

Send WhatsApp messages directly from the Kylas lead timeline.

Pro Tip

Always use Meta-approved templates for automated notifications to maintain a high quality rating for your WhatsApp account.

Secure Setup

Engage uses AES-256 encryption to protect your third-party API credentials and tokens.

Razorpay Setup

Enable the Razorpay integration in your Engage Dashboard.

Paste your Razorpay Webhook Secret.

Toggle "Payment Links via WhatsApp" to automatically send links for pending orders.

Track payment status in real-time within your Engage chat history.

Pro Tip

Always use Meta-approved templates for automated notifications to maintain a high quality rating for your WhatsApp account.

Secure Setup

Engage uses AES-256 encryption to protect your third-party API credentials and tokens.

Zapier Setup

Create a new Zap in your Zapier account.

Select "Engage" as the action app.

Connect your account using your API Key and Secret.

Choose the "Send Template Message" action and map your trigger data.

Pro Tip

Always use Meta-approved templates for automated notifications to maintain a high quality rating for your WhatsApp account.

Secure Setup

Engage uses AES-256 encryption to protect your third-party API credentials and tokens.

Pabbly Setup

Search for "Engage" in the application list.

Authorize Pabbly to access your Engage account.

Set up your trigger and action to automate WhatsApp notifications.

Pro Tip

Always use Meta-approved templates for automated notifications to maintain a high quality rating for your WhatsApp account.

Secure Setup

Engage uses AES-256 encryption to protect your third-party API credentials and tokens.

Shiprocket Setup

Go to Integrations > Shiprocket in Engage.

Click "Connect" and log in to your Shiprocket account.

Grant permissions for Order and Shipment tracking.

Select which shipment events (Shipped, Out for Delivery, Delivered) should trigger WhatsApp updates.

Pro Tip

Always use Meta-approved templates for automated notifications to maintain a high quality rating for your WhatsApp account.

Secure Setup

Engage uses AES-256 encryption to protect your third-party API credentials and tokens.

Meta Lead Ads Setup

Navigate to Meta Business Suite > Lead Ads.

Select "Engage" as the CRM destination or use the provided Webhook URL.

Map your Lead Form fields to Engage contact fields.

Configure an auto-reply template to be sent as soon as a lead is captured.

Pro Tip

Always use Meta-approved templates for automated notifications to maintain a high quality rating for your WhatsApp account.

Secure Setup

Engage uses AES-256 encryption to protect your third-party API credentials and tokens.

Google Sheets Setup

Open your Google Sheet and go to Extensions > Apps Script.

Paste the Engage Bridge script provided in the dashboard.

Authorize the script to access your sheet and external APIs.

New rows will now automatically sync to Engage contacts.

Pro Tip

Always use Meta-approved templates for automated notifications to maintain a high quality rating for your WhatsApp account.

Secure Setup

Engage uses AES-256 encryption to protect your third-party API credentials and tokens.

HubSpot Setup

Find Engage in the HubSpot App Marketplace.

Click "Install" and follow the OAuth authorization flow.

Configure Contact Sync settings to map HubSpot properties to Engage.

Set up Workflows in HubSpot to trigger WhatsApp messages via Engage.

Pro Tip

Always use Meta-approved templates for automated notifications to maintain a high quality rating for your WhatsApp account.

Secure Setup

Engage uses AES-256 encryption to protect your third-party API credentials and tokens.

Salesforce Setup

Install the Engage managed package from Salesforce AppExchange.

Complete the Post-Installation Setup using your Engage API Key.

Configure the "Send WhatsApp" lightning component on Lead/Contact layouts.

Use Process Builder or Flow to automate messages.

Pro Tip

Always use Meta-approved templates for automated notifications to maintain a high quality rating for your WhatsApp account.

Secure Setup

Engage uses AES-256 encryption to protect your third-party API credentials and tokens.

Freshdesk Setup

Install the Engage app from the Freshdesk Marketplace.

Connect using your Freshdesk Domain and API Key.

Enable "Ticket to WhatsApp" sync to notify customers of ticket updates.

Reply to WhatsApp messages directly from the Freshdesk ticket view.

Pro Tip

Always use Meta-approved templates for automated notifications to maintain a high quality rating for your WhatsApp account.

Secure Setup

Engage uses AES-256 encryption to protect your third-party API credentials and tokens.

Calendly Setup

Connect Calendly via the Engage integration panel.

Authorize using your Calendly account.

Select templates for "Meeting Booked", "Rescheduled", and "Canceled".

Set up reminder messages 1 hour before the meeting starts.

Pro Tip

Always use Meta-approved templates for automated notifications to maintain a high quality rating for your WhatsApp account.

Secure Setup

Engage uses AES-256 encryption to protect your third-party API credentials and tokens.

Stripe Setup

Add your Stripe Webhook Secret to Engage.

Enable events for `checkout.session.completed` and `invoice.paid`.

Select templates to send payment receipts via WhatsApp.

Configure abandoned checkout recovery messages.

Pro Tip

Always use Meta-approved templates for automated notifications to maintain a high quality rating for your WhatsApp account.

Secure Setup

Engage uses AES-256 encryption to protect your third-party API credentials and tokens.

Indiamart Setup

Enter your Indiamart CRM Key in the Engage dashboard.

Configure lead sync frequency (Real-time or Batch).

Automate "Thank you for inquiring" messages to new leads.

Route leads to specific team members based on category.

Pro Tip

Always use Meta-approved templates for automated notifications to maintain a high quality rating for your WhatsApp account.

Secure Setup

Engage uses AES-256 encryption to protect your third-party API credentials and tokens.

Graphy Setup

Get your Graphy API credentials and enter them in Engage.

Enable student enrollment notifications.

Send course completion certificates via WhatsApp.

Automate payment reminders for installment plans.

Pro Tip

Always use Meta-approved templates for automated notifications to maintain a high quality rating for your WhatsApp account.

Secure Setup

Engage uses AES-256 encryption to protect your third-party API credentials and tokens.

Ecom Express Setup

Enter your Ecom Express account details in Engage.

Enable real-time tracking webhook.

Configure status-based messages (Dispatched, Arrived at Hub, Out for Delivery).

Set up NDR (Non-Delivery Report) management flows.

Pro Tip

Always use Meta-approved templates for automated notifications to maintain a high quality rating for your WhatsApp account.

Secure Setup

Engage uses AES-256 encryption to protect your third-party API credentials and tokens.

TallyPrime Setup

Download the Engage Tally Connector (TCP) from the dashboard.

Configure the Connector with your Engage API Key and Secret.

Sync your Ledgers and Vouchers in Tally using the "WhatsApp Share" button.

Automate payment reminders for outstanding balances directly from Tally.

Pro Tip

Always use Meta-approved templates for automated notifications to maintain a high quality rating for your WhatsApp account.

Secure Setup

Engage uses AES-256 encryption to protect your third-party API credentials and tokens.

Cashfree Setup

Connect your Cashfree account using Client ID and Secret.

Enable "Payout Notifications" via WhatsApp.

Send dynamic payment links for subscriptions.

Track real-time transaction status.

Pro Tip

Always use Meta-approved templates for automated notifications to maintain a high quality rating for your WhatsApp account.

Secure Setup

Engage uses AES-256 encryption to protect your third-party API credentials and tokens.

PhonePe Setup

Authorize PhonePe PG integration in Engage.

Configure the "Pay via PhonePe" template button.

Receive instant notifications for successful payments.

Automate refunds directly from the conversation view.

Pro Tip

Always use Meta-approved templates for automated notifications to maintain a high quality rating for your WhatsApp account.

Secure Setup

Engage uses AES-256 encryption to protect your third-party API credentials and tokens.

PayU Setup

Add your PayU Merchant Key and Salt to Engage.

Enable payment success/failure webhooks.

Send custom payment links with itemized billing.

Reconcile payments with customer records automatically.

Pro Tip

Always use Meta-approved templates for automated notifications to maintain a high quality rating for your WhatsApp account.

Secure Setup

Engage uses AES-256 encryption to protect your third-party API credentials and tokens.

API Webhooks

Payload Examples

When using the Engage Bridge, your incoming webhooks will be normalized into these formats for easy processing.

Shopify Order Confirmation

{
  "event": "order.created",
  "provider": "shopify",
  "payload": {
    "order_id": "ORD-7721",
    "customer": {
      "first_name": "Ranjeet",
      "phone": "+919876543210"
    },
    "total_price": "1499.00",
    "currency": "INR",
    "items": ["Wireless Headphones"]
  }
}

Razorpay Payment Success

{
  "event": "payment.captured",
  "provider": "razorpay",
  "payload": {
    "payment_id": "pay_O1p9Xyz",
    "amount": 50000,
    "currency": "INR",
    "email": "test@example.com",
    "contact": "+919876543210"
  }
}

Shiprocket Status Update

{
  "event": "shipment.status_updated",
  "provider": "shiprocket",
  "payload": {
    "awb": "1234567890",
    "status": "DELIVERED",
    "delivery_date": "2024-04-23",
    "customer_phone": "+919876543210"
  }
}

Don't see your tool?

We are constantly adding new integrations. You can also use our Webhook API to connect any custom software to Engage.

{ "event": "order.created", "provider": "shopify", "payload": { "order_id": "ORD-7721", "customer": { "first_name": "Ranjeet", "phone": "+919876543210" }, "total_price": "1499.00", "currency": "INR", "items": ["Wireless Headphones"] } }

{ "event": "payment.captured", "provider": "razorpay", "payload": { "payment_id": "pay_O1p9Xyz", "amount": 50000, "currency": "INR", "email": "test@example.com", "contact": "+919876543210" } }

{ "event": "shipment.status_updated", "provider": "shiprocket", "payload": { "awb": "1234567890", "status": "DELIVERED", "delivery_date": "2024-04-23", "customer_phone": "+919876543210" } }

Connect your Business Tools

Shopify Setup

Pro Tip

Secure Setup

WooCommerce Setup

Pro Tip

Secure Setup

Zoho CRM Setup

Pro Tip

Secure Setup

LeadSquared Setup

Pro Tip

Secure Setup

Kylas CRM Setup

Pro Tip

Secure Setup

Razorpay Setup

Pro Tip

Secure Setup

Zapier Setup

Pro Tip

Secure Setup

Pabbly Setup

Pro Tip

Secure Setup

Shiprocket Setup

Pro Tip

Secure Setup

Meta Lead Ads Setup

Pro Tip

Secure Setup

Google Sheets Setup

Pro Tip

Secure Setup

HubSpot Setup

Pro Tip

Secure Setup

Salesforce Setup

Pro Tip

Secure Setup

Freshdesk Setup

Pro Tip

Secure Setup

Calendly Setup

Pro Tip

Secure Setup

Stripe Setup

Pro Tip

Secure Setup

Indiamart Setup

Pro Tip

Secure Setup

Graphy Setup

Pro Tip

Secure Setup

Ecom Express Setup

Pro Tip

Secure Setup

TallyPrime Setup

Pro Tip

Secure Setup

Cashfree Setup

Pro Tip

Secure Setup

PhonePe Setup

Pro Tip

Secure Setup

PayU Setup

Pro Tip

Secure Setup

Payload Examples

Don't see your tool?

Loading Engage

Connect your Business Tools

Shopify Setup

Pro Tip

Secure Setup

WooCommerce Setup

Pro Tip

Secure Setup

Connect your
Business Tools

Connect your
Business Tools