Create new Constant Contact contacts for new clients in SMMware
Effortlessly manage your marketing outreach with this SMMware to Constant Contact workflow. When you onboard a new client in SMMware, this automation will create a corresponding contact in Constant Contact. This ensures your marketing efforts stay aligned with your growing client base, streamlining your communication process and saving valuable time.
Effortlessly manage your marketing outreach with this SMMware to Constant Contact workflow. When you onboard a new client in SMMware, this automation will create a corresponding contact in Constant Contact. This ensures your marketing efforts stay aligned with your growing client base, streamlining your communication process and saving valuable time.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Create Contact
Triggers when a new contact is added to your account.
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Trigger LabelRequired
Try ItTrigger LabelRequired
Try ItTrigger LabelRequired
Try ItFirst NameRequired
Salutation
Last NameRequired
Salutation for the client's spouse
Spouse First name
Spouse Last Name
Telephone 1
Telephone Description 1
Telephone 2
Telephone Description 2
Email
Act As Reference
Referred By: Category
Referred By: Company
Referred By: Person
Client Custom Field #1
Client Custom Field #2
Client Custom Field #3
Client Custom Field #4
Client Custom Field #5
Client Custom Field #6
Client Custom Field #7
Client Custom Field #8
Client Custom Field #9
Client Custom Field #10
Client Custom Field #11
Client Custom Field #12
Client Notes
Address Title
Address, Line 1
Address, Line 2
City
State
Zip
Country
Create Sales Lead?
Sales Lead - Total Hours
Sales Lead - Total Amount
Sales Lead - Job Begin Date
Sales Lead - Job End Date
Sales Lead - Color ID
Sales Lead - Hourly Rate
Sales Lead - Description
Sales Lead - Move Out Date
Sales Lead - Move In Date
Sales Lead - Customer Decision Date
Sales Lead - Date Last Submitted
Sales Lead - Date Last Closed
Sales Lead - Move To Address Title
Sales Lead - Move To Address - Street Address
Sales Lead - Move To Address - Apartment or suite number
Sales Lead - Move to City
Sales Lead - Move To Address - State
Sales Lead - Move To Address - Zip code or Province
Sales Lead - Move To Address - Country
Sales Lead - Note for the Status Board
Sales Lead - Label ID for the Statusboard
Sales Lead - Client Fee Model
Sales Lead - Optional Field 1
Sales Lead - Optional Field 2
Sales Lead - Optional Field 3
Sales Lead - Optional Field 4
Sales Lead - Optional Field 5
Sales Lead - Optional Field 6
Sales Lead - Optional Field 7
Sales Lead - Optional Field 8
Sales Lead - Optional Field 9
Sales Lead - Optional Field 10
Sales Lead - Optional Field 11
Sales Lead - Optional Field 12
Sales Lead - Optional Field 13
Sales Lead - Optional Field 14
Sales Lead - Optional Field 15
Sales Lead - Optional Field 16
Sales Lead - Optional Field 17
Sales Lead - Optional Field 18
Sales Lead - Optional Field 19
Sales Lead - Optional Field 20
Sales Lead - Optional Field 21
Sales Lead - Optional Field 22
Sales Lead - Optional Field 23
Sales Lead - Optional Field 24
Sales Lead - Optional Field 25
Sales Lead - Optional Field 26
Sales Lead - Optional Field 27
Sales Lead - Optional Field 28
The level of data to sendRequired
Trigger LabelRequired
Try ItTrigger LabelRequired
Try ItFirst NameRequired
Last NameRequired
Title
First Service DateRequired
Hire Date
Reminders Via
Optional Field 1
Optional Field 2
Optional Field 3
Optional Field 4
Address 1
Address 2
City
State
Zip
Country
Email
Telephone 1
Telephone Description 1
Telephone 2
Telephone Description 2
First NameRequired
Last Name
Title
Act as a Client Representative
Referrer
Address 1
Address 2
City
State
Zip
Country
Telephone 1
Telephone Description 1
Telephone 2
Telephone Description 2
Email
Courtesy
Website
Detail
Date Last Contacted