Create notes in Wealthbox CRM when new emails are opened in Constant Contact
Boost your customer engagement while saving time with this straightforward workflow. When a new email is opened in Constant Contact, a note is immediately created in Wealthbox CRM. Keep track of your communication touchpoints and ensure no essential customer interaction slips through the cracks with this seamless process. Enjoy improved efficiency and enhanced customer management without any manual effort.
Boost your customer engagement while saving time with this straightforward workflow. When a new email is opened in Constant Contact, a note is immediately created in Wealthbox CRM. Keep track of your communication touchpoints and ensure no essential customer interaction slips through the cracks with this seamless process. Enjoy improved efficiency and enhanced customer management without any manual effort.
- When this happens...New Email Open
Triggers when a recipient opens an email from a specified campaign activity.
- automatically do this!Create Note
Creates a new note.
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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