KlickTipp + umsatz.io

Update and tag contacts in KlickTipp when stages of deals are modified in umsatz.io

Streamline your sales and marketing process with this easy-to-implement software connection between umsatz.io and KlickTipp. When the stage of a deal gets altered in the umsatz.io platform, this automation ensures the corresponding contact in your KlickTipp app gets tagged appropriately. This smart workflow not only boosts the efficiency of your sales funnel management but also helps maintain a consistent customer experience.

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ActionWrite

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Supported triggers and actions

Contact Property Changed
Triggers when a Contact Property has been changed.
Trigger
Instant
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New Activity
Triggers when a user tracks a new call in the app.
Trigger
Instant
Try It
New Deal Created
Triggers when a new Deal is created.
Trigger
Instant
Try It
Deal Stage Changed
Triggers when a Deal Stage has been changed.
Trigger
Instant
Try It
Create Deal
Creates a new deal in the system.
Action
Write

Update Deal
Updates deal in the system based on deal id.
Action
Write
Find Contact by Id
Finds a Contact by their Id.
Action
Search

Find Deal by Id
Finds a Deal by their Id.
Action
Search
Find or Create Contact by Email
Find a Contact by email. If one is not found, create one.
Action
Search or write
- NameRequired
- Description
Action
Write
- Identify Contact ByRequired
Action
Write
- Data FieldRequired
Action
Write
- Opt-in ProcessRequired
- Email AddressRequired
Action
Write
- Subscription Status
- Bounce Status
Action
Write
List Opt-In Processes
Lists the IDs and names of all opt-in processes
Action
Write
List Tags
Lists the IDs and names of all tags
Action
Write
- Email AddressRequired
- Tag IDsRequired
Action
Write
- Email AddressRequired
- TagRequired
Action
Write
- TagRequired
- Name
- Description
Action
Write

Deal Property Changed
Triggers when a Deal Property has been changed.
Trigger
Instant
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New Contact Created
Triggers when a new Contact is created.
Trigger
Instant
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New Form Submission
Triggers when a new Form Submission is created.
Trigger
Instant
Try It
Create Contact
Creates a new contact in the system.
Action
Write
Update Contact
Updates a contact based on contactId.
Action
Write
Find Contact by Email
Finds a Contact by their email address.
Action
Search
Find Deals by Email
Find Deals by their related email address.
Action
Search
Find Contact by Search
Finds Contacts by search text.
Action
Search
Watch New Events
Triggers when a webhook event occurs in KlickTipp, such as a tag being added, an email being opened or sent, a link clicked, an SMS sent, and more.
Trigger
Instant
Try It
- Identify Contact ByRequired
Action
Write
- Email AddressRequired
Action
Write
- Opt-in ProcessRequired
Action
Write
- TagRequired
Action
Write
List Data Fields
Lists the IDs and names of all data fields
Action
Write
- TagRequired
- Subscription Status
- Bounce Status
Action
Write
- Info
- Email Address
- SMS Number
- Opt-in Process
- Tag
Action
Write
- Email AddressRequired
Action
Write
- Identify Contact ByRequired
- New Email Address
- SMS Number
Action
Write

About KlickTipp

KlickTipp is an email marketing service provider. On our easy to use platform, you can segment your subscribers by tags and send highly relevant emails or even SMS to them. Keep track of your success by analysing real-time data like Conversions, Opens, Clicks and more.

Learn more