Clio + Zoho Campaigns
Update Clio matters when new Zoho Campaigns contacts are added
Effortlessly keep your contact information up-to-date in both Zoho Campaigns and Clio with this streamlined workflow. When you add a new contact in Zoho Campaigns, this automation will update the corresponding matter in Clio, ensuring consistent and accurate data across both platforms. Simplify your contact management process and save valuable time by connecting Zoho Campaigns and Clio today.
Effortlessly keep your contact information up-to-date in both Zoho Campaigns and Clio with this streamlined workflow. When you add a new contact in Zoho Campaigns, this automation will update the corresponding matter in Clio, ensuring consistent and accurate data across both platforms. Simplify your contact management process and save valuable time by connecting Zoho Campaigns and Clio today.
- When this happens...New Contact
Triggers when a new contact is added to a mailing list.
- automatically do this!Update Matter
Update an existing matter.
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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
