Invoice2go + Zoho Campaigns
Add new Zoho Campaigns contacts to Invoice2go as clients
Effortlessly maintain your client list across platforms with this automation. When a new contact is added in Zoho Campaigns, this workflow will create a new client in Invoice2go, ensuring your invoicing process stays up-to-date without any manual entry. Save time and keep your client management seamless with this simple yet effective solution.
Effortlessly maintain your client list across platforms with this automation. When a new contact is added in Zoho Campaigns, this workflow will create a new client in Invoice2go, ensuring your invoicing process stays up-to-date without any manual entry. Save time and keep your client management seamless with this simple yet effective solution.
- When this happens...New Contact
Triggers when a new contact is added to a mailing list.
- automatically do this!Create Client
Create a client in Invoice2go
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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
