Constant Contact + TeamUp
Create contacts in Constant Contact for new customers in TeamUp
Streamline your client management process with this seamless workflow. Whenever a new customer is added in TeamUp, a contact is instantly created in Constant Contact. This automation not only helps you keep your customer database up-to-date, but it also removes the need for manual data entry, saving you precious time and improving efficiency.
Streamline your client management process with this seamless workflow. Whenever a new customer is added in TeamUp, a contact is instantly created in Constant Contact. This automation not only helps you keep your customer database up-to-date, but it also removes the need for manual data entry, saving you precious time and improving efficiency.
- When this happens...Customer Created
Triggers when a new customer is created.
- automatically do this!Create Contact
Triggers when a new contact is added to your account.
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Class Attendee Checked Off
Triggers when a class attendee is marked as attended.
Try ItClass Attendee Late Cancelled
Triggers when a customer is late cancelled from a class.
Try ItClass Attendee Removed
Triggers when a customer is removed from a class normally (as opposed to a late cancellation).
Try ItCustomer Created
Triggers when a new customer is created.
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Class Registration
Triggers when a customer is registered for a class.
Try ItClass Attendee No-Showed
Triggers when an attendee is marked as no showed.
Try ItCourse Session Ended
Triggers when a course session ends.
Try ItCustomer Membership Cancelled
Triggers when a customer membership is cancelled. In other words, this is when a user clicks the "cancel" button for a recurring membership. The Customer Membership Ended trigger will be sent when the expiration date is reached.
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