Create company contacts in Clio from new contacts in Zoho Campaigns
Effortlessly maintain organized and updated contacts with this seamless workflow between Zoho Campaigns and Clio. When you add a new contact in Zoho Campaigns, a corresponding company contact will be created in Clio, simplifying your contact management process and saving valuable time. Enjoy an efficient system that keeps everything in harmony, without manual data entry or juggling multiple platforms.
Effortlessly maintain organized and updated contacts with this seamless workflow between Zoho Campaigns and Clio. When you add a new contact in Zoho Campaigns, a corresponding company contact will be created in Clio, simplifying your contact management process and saving valuable time. Enjoy an efficient system that keeps everything in harmony, without manual data entry or juggling multiple platforms.
- When this happens...New Contact
Triggers when a new contact is added to a mailing list.
- automatically do this!Create Company Contact
Creates a company 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