Update Clio person contacts when new Zoho Campaigns contacts are added
Effortlessly maintain up-to-date contact information with this seamless workflow between Zoho Campaigns and Clio. When you add a new contact in Zoho Campaigns, their details will automatically be used to create a new person contact in Clio. This efficient process ensures your records remain accurate and consistent while saving time and promoting organization across both platforms.
Effortlessly maintain up-to-date contact information with this seamless workflow between Zoho Campaigns and Clio. When you add a new contact in Zoho Campaigns, their details will automatically be used to create a new person contact in Clio. This efficient process ensures your records remain accurate and consistent while saving time and promoting organization across both platforms.
- When this happens...New Contact
Triggers when a new contact is added to a mailing list.
- automatically do this!Update Person Contact
Updates an existing person contact.
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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