Autotask + Zoho Campaigns
Create new Autotask companies from Zoho Campaigns contacts
Effortlessly manage your contact list by integrating Zoho Campaigns and Autotask with this efficient workflow. When a new contact is added in Zoho Campaigns, a company will be automatically created in Autotask, ensuring a smooth connection between both platforms. Save precious time and resources by streamlining this process and maintaining organization.
Effortlessly manage your contact list by integrating Zoho Campaigns and Autotask with this efficient workflow. When a new contact is added in Zoho Campaigns, a company will be automatically created in Autotask, ensuring a smooth connection between both platforms. Save precious time and resources by streamlining this process and maintaining organization.
- When this happens...New Contact
Triggers when a new contact is added to a mailing list.
- automatically do this!Create Company
Triggers when a new company is found.
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Select Mailing ListRequired
Try ItSelect Mailing ListRequired
Try ItTopic
Campaign NameRequired
SubjectRequired
Sender AddressRequired
Select Mailing List
Sender Name
CampaignRequired
Action
Select Mailing ListRequired
Try ItSelect a Campaign to CloneRequired
New Campaign NameRequired
Select Mailing ListRequired
Contact Email AddressRequired
Associate contacts with topics
Lawful basis
Select Mailing ListRequired
Contact Email AddressRequired
Move to Do-Not-Mail
