Constant Contact + Insightly
Create new Insightly records for each new contact in Constant Contact
When a new contact is added in Constant Contact, this workflow creates a corresponding record in Insightly, maintaining a consistent, up-to-date contact base across both platforms. Whether you're managing marketing campaigns or tracking leads, this automation ensures information is seamlessly shared, saving you the hassle of manual data entry, and keeping your focus on building relationships. Use this workflow to streamline your operations and enhance productivity.
When a new contact is added in Constant Contact, this workflow creates a corresponding record in Insightly, maintaining a consistent, up-to-date contact base across both platforms. Whether you're managing marketing campaigns or tracking leads, this automation ensures information is seamlessly shared, saving you the hassle of manual data entry, and keeping your focus on building relationships. Use this workflow to streamline your operations and enhance productivity.
- When this happens...New Contact
Triggers when a new contact is added to your account.
- automatically do this!Create Record
Creates a Record
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New Contact
Triggers when a new contact is added to your account.
Try ItNew List
Triggers when a new list is added.
Try ItContact IDRequired
ListRequired
Contact IDRequired
ListRequired
CampaignRequired
Campaign ActivityRequired
Try ItNew Unsubscriber
Triggers when a contact Unsubscribes (Email Unsubscribed).
Try ItCreate SourceRequired
EmailRequired
List
First Name
Middle Name
Last Name
Job Title
Company Name
Max 2 Phone Numbers
Home Phone
Work Phone
Cell Phone
Other - Phone Number
Anniversary
Birthday Month
Birthday Day
Address Type
Street Address
City
State
Zip or Postal Code
Country
Tags
Contact IDRequired
TagsRequired
