Create sales in Accelo for new tag subscribers in ConvertKit
Streamline your sales process with this workflow. When a new subscriber tags in ConvertKit, this automation ensures that a sale is created inside Accelo instantly. It saves you time and maintains consistency, allowing you to focus on nurturing your sales lead rather than manual data entry. It's a simple yet effective solution for businesses aiming to increase operational efficiency.
Streamline your sales process with this workflow. When a new subscriber tags in ConvertKit, this automation ensures that a sale is created inside Accelo instantly. It saves you time and maintains consistency, allowing you to focus on nurturing your sales lead rather than manual data entry. It's a simple yet effective solution for businesses aiming to increase operational efficiency.
- When this happens...New Tag Subscriber
Triggers when a specific tag is added to a subscriber.
- automatically do this!Create Sale
Creates a new sale. If the sale's contact does not exist, a new one will be created for you.
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FormRequired
Try ItSequenceRequired
Try ItTagRequired
Try ItFormRequired
EmailRequired
First Name
Optin to Sequence
New Purchase
Triggers when a new purchase is added to your account.
Try ItNew Subscriber
Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).
Try ItNew Unsubscribe
Triggers when a subscriber unsubscribes from your emails.
Try ItTransaction IDRequired
EmailRequired
Subtotal
Tax
Shipping
Discount
Total
Currency
Transaction Time
Status
Product nameRequired
Product IDRequired
Product SKU
Product price
Product quantity