Bloomerang + Zoho Campaigns
Manage new Bloomerang constituents by adding or updating contacts in Zoho Campaigns
With this workflow, each time a new constituent is added in Bloomerang, that information is efficiently captured to create or update a contact in your Zoho Campaigns. This streamlines your contact management process, cutting down manual data entry and ensuring that your Zoho Campaigns records are always updated with the latest constituent information from Bloomerang. Make the most of both platforms and keep your contact information seamlessly organized.
With this workflow, each time a new constituent is added in Bloomerang, that information is efficiently captured to create or update a contact in your Zoho Campaigns. This streamlines your contact management process, cutting down manual data entry and ensuring that your Zoho Campaigns records are always updated with the latest constituent information from Bloomerang. Make the most of both platforms and keep your contact information seamlessly organized.
- When this happens...New Constituent
Triggers when a new constituent is created.
- automatically do this!Add/Update Contact
Adds a new contact or updates an existing contact in Zoho Campaigns. Contact will not get any confirmation email to join a mailing list.
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Type
Try ItChannel
Purpose
Include Constituent’s cumulative giving history?
Include Constituent’s Household information?
Try ItType
Minimum Amount
Maximum Amount
Try ItType
Include Constituent’s cumulative giving history?
Include Constituent’s Household information?
Try It
New Transaction Payment
Triggers for each donation, pledge payment, and recurring donation when a new transaction is created. Use this to trigger for each payment in a split payment.
Try ItChannel
Purpose
Constituent
User
Try ItType
Include Constituent’s cumulative giving history?
Include Constituent’s Household information?
Try ItTypeRequired
Suffix
Informal Name
Formal Name
Envelope Name
Recognition Name
Gender
Birthdate
Employer
Job Title
Facebook Page
Twitter Handle
LinkedIn Page
Website
Preferred Communication Channel
Communication Restrictions
Email Interest Type
Custom Email Interests
Primary Address Type
Primary Address Street
Primary Address City
Primary Address State
Primary Address Postal Code
Primary Address Country
Primary Email Type
Primary Email
Primary Phone Type
Primary Phone
Primary Phone Extension
Household
