LeadConnector + Zoho Campaigns
Update contacts in Zoho Campaigns when pipeline stages change in LeadConnector
Experience the ease of maintaining contact information across your sales and marketing platforms with this workflow. When a change occurs in your Pipeline Stage within LeadConnector, the updated information is directly transferred to Zoho Campaigns. This smooth automation keeps your contacts in Zoho Campaigns up-to-date, saving you substantial time and effort in manual data entry. Enhance the efficiency of your data management and stay focused on strategic tasks.
Experience the ease of maintaining contact information across your sales and marketing platforms with this workflow. When a change occurs in your Pipeline Stage within LeadConnector, the updated information is directly transferred to Zoho Campaigns. This smooth automation keeps your contacts in Zoho Campaigns up-to-date, saving you substantial time and effort in manual data entry. Enhance the efficiency of your data management and stay focused on strategic tasks.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add/Update Contact
Adds a new contact or updates an existing contact in Zoho Campaigns. Contact will not get any confirmation email to join a mailing list.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Select Mailing ListRequired
Try It
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Action
Select Mailing ListRequired
Try It
