Send cards or mailers in ZenDirect for new contacts in 17hats
Easily connect 17hats and ZenDirect to streamline your client engagement process. With this workflow, whenever you add a new contact in 17hats, a personalized card or mailer will be sent to them through ZenDirect. Enhance your brand presence and save time by automating this essential process.
Easily connect 17hats and ZenDirect to streamline your client engagement process. With this workflow, whenever you add a new contact in 17hats, a personalized card or mailer will be sent to them through ZenDirect. Enhance your brand presence and save time by automating this essential process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Send Card or Mailer
Sends personalized greeting cards, postcards or other mailers with optional gifts.
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New Contact
Triggers when a new contact is created.
Try ItIs Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
First NameRequired
Last NameRequired
StreetRequired
CityRequired
StateRequired
Postal CodeRequired
CountryRequired
Company
Title
Street 2
Email
Mobile Phone
Birthdate
Spouse Name
Spouse Birthdate
Anniversary
Custom 1
Custom 2
Custom 3
Custom 4
Custom 5
Custom 6
Custom 7
Custom 8
Custom 9
Custom 10
Message
Contact Group
Updated Contact
Triggers when an already existing contact is updated.
Try ItContactRequired
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
ZenDirect ProjectsRequired
Ship MethodRequired
ZenDirect Gifts
Scheduled Date
ZenDirect Contact ID
Recipient First Name
Recipient Last Name
Recipient Company
Recipient Title
Recipient Street
Recipient Street 2
Recipient City
Recipient State
Recipient Postal Code
Recipient Country
Recipient Email
Recipient Mobile Phone
Sender First Name
Sender Last Name
Sender Company
Sender Title
Sender Street
Sender Street2
Sender City
Sender State
Sender PostalCode
Sender Country
Custom Variable 1
Custom Variable 2
Custom Variable 3
Custom Variable 4
Custom Variable 5
Custom Variable 6
Custom Variable 7
Custom Variable 8
Custom Variable 9
Custom Variable 10
Message