Create notes in Follow Up Boss for new contacts in Zoho Campaigns
Stay organized and never miss a follow-up with your new contacts from Zoho Campaigns by automatically creating notes in Follow Up Boss. This workflow saves you time and ensures all new contacts are added to your Follow Up Boss app with the essential information, helping you keep track of your leads and provide timely responses. Keep your sales pipeline moving smoothly with this efficient automation.
Stay organized and never miss a follow-up with your new contacts from Zoho Campaigns by automatically creating notes in Follow Up Boss. This workflow saves you time and ensures all new contacts are added to your Follow Up Boss app with the essential information, helping you keep track of your leads and provide timely responses. Keep your sales pipeline moving smoothly with this efficient automation.
- When this happens...New Contact
Triggers when a new contact is added to a mailing list.
- automatically do this!Create Note
Creates a note on a contact
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Select Mailing ListRequired
Try ItSelect Mailing ListRequired
Try ItTopic
Campaign NameRequired
SubjectRequired
Sender AddressRequired
Select Mailing List
Sender Name
CampaignRequired
Action
Select Mailing ListRequired
Try ItSelect a Campaign to CloneRequired
New Campaign NameRequired
Select Mailing ListRequired
Contact Email AddressRequired
Associate contacts with topics
Lawful basis
Select Mailing ListRequired
Contact Email AddressRequired
Move to Do-Not-Mail