AgencyBloc + Zoho Campaigns

Add new Zoho Campaigns contacts to AgencyBloc as individuals

Effortlessly keep track of your new contacts from Zoho Campaigns within AgencyBloc. With this workflow, every time you add a new contact in Zoho Campaigns, it will instantly create an individual profile for them in AgencyBloc. Save valuable time and ensure all your marketing leads are consistently organized and managed in one place, enabling efficient client management and streamlined communication.

Effortlessly keep track of your new contacts from Zoho Campaigns within AgencyBloc. With this workflow, every time you add a new contact in Zoho Campaigns, it will instantly create an individual profile for them in AgencyBloc. Save valuable time and ensure all your marketing leads are consistently organized and managed in one place, enabling efficient client management and streamlined communication.

  1. When this happens...
    Zoho CampaignsZoho Campaigns
    New Contact

    Triggers when a new contact is added to a mailing list.

    TriggerInstant
  2. automatically do this!
    AgencyBlocAgencyBloc
    Create Individual

    Creates an Individual in AgencyBloc.

    ActionWrite
Start free with email
Start free with email
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Supported triggers and actions

    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Topic

    • Campaign NameRequired

    • SubjectRequired

    • Sender AddressRequired

    • Select Mailing List

    • Sender Name

    Action
    Write
    • CampaignRequired

    Action
    Write
    • Action

    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Select a Campaign to CloneRequired

    • New Campaign NameRequired

    Action
    Write
    • Select Mailing ListRequired

    • Contact Email AddressRequired

    • Associate contacts with topics

    • Lawful basis

    Action
    Write
    • Select Mailing ListRequired

    • Contact Email AddressRequired

    • Move to Do-Not-Mail

    Action
    Write
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About AgencyBloc

AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions processing, sales, and automation tools.
Learn more

Related categories

  • Sales & CRM
zoho-campaigns logo
zoho-campaigns logo

About Zoho Campaigns

Zoho Campaigns lets you send email and social media campaigns to your subscribers.
Learn more

Related categories

  • Marketing Automation
  • Zoho

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