CASEpeer + Constant Contact
Create contacts in Constant Contact from new cases in CASEpeer
When a new case comes up in CASEpeer, you may find it useful to keep in touch with the concerned individuals through email marketing. To make this easier, this workflow creates a fresh contact in Constant Contact for every new case in CASEpeer, ensuring that your email marketing list remains current and relevant. Streamline your marketing efforts with this easy-to-use automation.
When a new case comes up in CASEpeer, you may find it useful to keep in touch with the concerned individuals through email marketing. To make this easier, this workflow creates a fresh contact in Constant Contact for every new case in CASEpeer, ensuring that your email marketing list remains current and relevant. Streamline your marketing efforts with this easy-to-use automation.
- When this happens...New Case
Triggers when a new case is created.
- automatically do this!Create Contact
Triggers when a new contact is added to your account.
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Case Status Change
Triggers when a case changes status.
Try ItNew Case
Triggers when a new case is created.
Try ItCase TypeRequired
Phone TypeRequired
Date Of InjuryRequired
Phone NumberRequired
First NameRequired
Last NameRequired
Middle Name
Email
Nick Name
Source Type
Source Detail
Date of Birth
Language
Incident Description
Description of Injuries
Case StatusRequired
TaskRequired
Priority
CaseRequired
Created ByRequired
Assigned ToRequired
Urgent
Due DateRequired
Date To Show
Received Client Text Message
Triggers when a client sends a text message.
Try ItNew Lead
Triggers when a new lead is captured.
Try ItCase NoteRequired
CaseRequired
First NameRequired
Last NameRequired
EmailRequired
Phone
Phone ext.
Call Time
Source
Date of Incident
Accident Type
Description of Injuries
Description of Accident
Source Number
Patched To
Patched From
Write in Date of Incident
Caller
General Description
