ClickFunnels Classic + Xero
Create new ClickFunnels tags for new Xero sales invoices
Effortlessly track your customers' journey by integrating Xero and ClickFunnels through this seamless workflow. When a new sales invoice is created in Xero, a tag is added to the corresponding email contact in ClickFunnels. This process simplifies your customer relationship management, helping you identify and engage with your customers for an improved overall experience.
Effortlessly track your customers' journey by integrating Xero and ClickFunnels through this seamless workflow. When a new sales invoice is created in Xero, a tag is added to the corresponding email contact in ClickFunnels. This process simplifies your customer relationship management, helping you identify and engage with your customers for an improved overall experience.
- When this happens...New Sales Invoice
Triggers when you add a new sales invoice. (Accounts Receivable).
- automatically do this!Add Tag to Email
Add a Tag to a Contact Profile by Email.
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