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Customer Fields + OptinMonster

Create customers in Customer Fields from new leads in OptinMonster

Effortlessly streamline your lead management process with this OptinMonster to Customer Fields workflow. Whenever a new lead is captured in OptinMonster, this automation creates a customer in the Customer Fields app instantly. Save time and ensure your valuable leads are organized efficiently, so you can focus on nurturing and converting them.

Effortlessly streamline your lead management process with this OptinMonster to Customer Fields workflow. Whenever a new lead is captured in OptinMonster, this automation creates a customer in the Customer Fields app instantly. Save time and ensure your valuable leads are organized efficiently, so you can focus on nurturing and converting them.

  1. When this happens...
    OptinMonsterOptinMonster
    New Lead

    Triggers when a new lead is added to a campaign.

    TriggerInstant
  2. automatically do this!
    Customer FieldsCustomer Fields
    Create Customer

    Create a new customer.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • CampaignRequired

    • Integration Display Name

    Trigger
    Instant
    Try It

    • FormRequired

    Trigger
    Instant
    Try It

    • Event nameRequired

    • Event detail keys

    Trigger
    Instant
    Try It

    • First name (first_name)

    • Last name (last_name)

    • Email (email)

    • Data Column Notice

    • Add to form (ID)

    Action
    Write

    • SegmentRequired

    Trigger
    Instant
    Try It
  • Customer Fields triggers, actions, and search

    New Customer

    Triggers when a new customer is created.

    Trigger
    Instant
    Try It
  • Customer Fields triggers, actions, and search

    Updated Customer

    Triggers when a customer is updated.

    Trigger
    Instant
    Try It

    • Customer IDRequired

    Action
    Write
customer-fields logo
customer-fields logo

About Customer Fields

Customer Fields provides a way to collect and store custom data for Shopify customers
Learn more

Related categories

  • eCommerce
optinmonster logo
optinmonster logo

About OptinMonster

Powerful lead generation software that converts abandoning visitors into subscribers with dynamic marketing tools and Exit Intent® technology.
Learn moreHelp

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