BrokerEngine + Zoho Campaigns
Update Zoho Campaigns contacts when BrokerEngine contacts are updated
Keep your contact data across BrokerEngine and Zoho Campaigns consistent. When there's a change to a contact in BrokerEngine, this workflow ensures the same contact in Zoho Campaigns is updated right away. Save yourself the time and extra work by having updates carried out instantly. Perfect for those who want to maximize efficiency in managing their contacts.
Keep your contact data across BrokerEngine and Zoho Campaigns consistent. When there's a change to a contact in BrokerEngine, this workflow ensures the same contact in Zoho Campaigns is updated right away. Save yourself the time and extra work by having updates carried out instantly. Perfect for those who want to maximize efficiency in managing their contacts.
- When this happens...Contact Updated
Triggers when a contact is updated.
- 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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Date Field
Try ItNew Card on Board
Triggers when a new card on a specific board or regardless of board is created.
Try ItNew Deal Created
Triggers when a new deal is created.
Try ItNew Lead Created
Triggers when a new lead is created.
Try It
Financevault Document Request Done
Triggers when client clicks "Done" in a FinanceVault document request.
Try ItNew Contact Created
Triggers when a new contact is created.
Try ItNew Financevault Document Request
Triggers when a new FinanceVault document request is created. This Zap will only be triggered when the Financevault request is created for the very first time. Subsequent updates to the same Financevault portal will not trigger the Zap.
Try ItSubscribed Tags
Try It
