MailerLite + The Customer Factor

Add new prospects from The Customer Factor to a group in MailerLite as subscribers

Easily manage your sales process with this simple workflow. Whenever a new prospect emerges in The Customer Factor, they will be seamlessly added to a group in your MailerLite account. This smart automation ensures prompt communication with your potential clients, saving you time and enhancing your marketing efforts.

When this happens...
New Prospect
Triggers when you add a new prospect in The Customer Factor.
TriggerInstant
automatically do this!
Add Subscriber to a Group
Add existing subscriber to a specific group by email address.
ActionWrite

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Supported triggers and actions

What does this mean?

Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
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Job Completed
Triggers when a job is marked as completed in The Customer Factor.
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Instant
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New Estimate
Triggered when a new estimate is scheduled in The Customer Factor
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Instant
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New Job
Triggered when a new job is scheduled in The Customer Factor
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Instant
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New Prospect
Triggers when you add a new prospect in The Customer Factor.
Trigger
Instant
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Recurring Job Canceled
Triggered when a recurring job is canceled in The Customer Factor
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Instant
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- Estimate Number
- Date
- Tax Percent
- Tax Amount
- Discount Percent
- Discount Amount
- Type
- Fullname
- Company Name
- First Name
- Last Name
- Address
- Address 2
- City
- State
- Zipcode
- Email
- Phone
- Cellphone
- Job Type
- Quantity
- Unit Price
- Amount
- Tax Percent
- Exclude From Discount
- Service Date
- Description
- Tax Amount
- Assigned To
- Additional Details
- Subtotal
- Invoice Total
- Source
Action
Write

- TCF Invoice Number
- Payment Date
- Amount
- Payment Mode
- Source
- Source Invoice Number
- Source Payment Reference
Action
Write
Campaign Sent
Triggers when a campaign has been sent out.
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Instant
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- Subscriber GroupRequired
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Instant
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Subscriber Bounced
Triggers when an email to a subscriber bounces.
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Instant
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- Subscriber GroupRequired
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Instant
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Subscriber Unsubscribed
Triggers when a subscriber has unsubscribed from your mailing list.
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Instant
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- Subscriber GroupRequired
- EmailRequired
Action
Write
- Campaign nameRequired
- Email subjectRequired
- Email sender nameRequired
- Email from addressRequired
- Email contentRequired
- Subscriber Groups
- Subscriber Segments
Action
Write
- Subscriber GroupRequired
- EmailRequired
Action
Write
- EmailRequired
Action
Write

Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
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Instant
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New Customer
Triggers when a new customer is added to The Customer Factor.
Trigger
Instant
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New Invoice
Triggers when new invoice is created in The Customer Factor.
Trigger
Instant
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New Payment
Triggers when an invoice is paid in The Customer Factor.
Trigger
Instant
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New Recurring Job
Triggered when a new recurring job is scheduled in The Customer Factor
Trigger
Instant
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- Company Name
- First Name
- Last Name
- Email
- Email 2
- Email 3
- Fax
- Phone
- Phone 2
- Cellphone
- Cellphone 2
- Address
- Address 2
- City
- State
- Zipcode
- Marketing Source
- Source App Name
- Custom Fields
- Notes
- Images
Action
Write
- Invoice NumberRequired
- Invoice Date
- Tax Percent
- Tax Amount
- Discount Percent
- Discount Amount
- Fullname
- Company Name
- First Name
- Last Name
- Address
- Address 2
- City
- State
- Zipcode
- Email
- Phone
- Cellphone
- Job Type
- Quantity
- Unit Price
- Amount
- Tax Percent
- Exclude From Discount
- Service Date
- Description
- Tax Amount
- Assigned To
- Additional Details
- Subtotal
- Invoice Total
- Source
Action
Write
- Company Name
- First Name
- Last Name
- Email
- Phone
- Cellphone
- Address
- Address 2
- City
- State
- Zipcode
- Marketing Source
- Source App Name
- Custom Fields
- Email 2
- Email 3
- Phone 2
- Cellphone 2
- Fax
- Notes
- Images
Action
Write
Spam Complaint
Triggers when a subscriber issues a spam complaint about an email.
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Instant
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- AutomationRequired
Trigger
Instant
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Subscriber Created
Triggers when a subscriber was created on your mailing list.
Trigger
Instant
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- AutomationRequired
Trigger
Instant
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Subscriber Fields Updated
Triggers when the subscriber fields have been updated.
Trigger
Instant
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- EmailRequired
- New EmailRequired
Action
Write
- Subscriber Groups
- EmailRequired
- Resubscribe
Action
Write
- Campaign nameRequired
- Email subjectRequired
- Email sender nameRequired
- Email from addressRequired
- Email contentRequired
- Subscriber Groups
- Subscriber Segments
Action
Write
- Email or nameRequired
Action
Search

About MailerLite

MailerLite’s super-fast email marketing platform helps you grow your business online using innovative email designs, automations, email segmentation and intuitive no-code tools to create websites, landing pages, and signup forms.

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Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About The Customer Factor

The Customer Factor is a software where users can register, store their contacts, their appointments, invoices, etc.,

Learn more Help

Related categories

Databases

PRODUCTS

CAPABILITIES

By team

MailerLite + The Customer Factor

Add new prospects from The Customer Factor to a group in MailerLite as subscribers

Estimate Accepted

Job Completed

New Estimate

New Job

New Prospect

Recurring Job Canceled

Create Estimate

Estimate Number

Date

Tax Percent

Tax Amount

Discount Percent

Discount Amount

Type

Fullname

Company Name

First Name

Last Name

Address

Address 2

City

State

Zipcode

Email

Phone

Cellphone

Job Type

Quantity

Unit Price

Amount

Tax Percent

Exclude From Discount

Service Date

Description

Tax Amount

Assigned To

Additional Details

Subtotal

Invoice Total

Source

Create Payment

TCF Invoice Number

Payment Date

Amount

Payment Mode

Source

Source Invoice Number

Source Payment Reference

Campaign Sent

Subscriber Added to Group

Subscriber Bounced

Subscriber Removed From Group

Subscriber GroupRequired

Subscriber Unsubscribed

Add Subscriber to a Group

Subscriber GroupRequired

EmailRequired

Create a Draft Campaign

Campaign nameRequired

Email subjectRequired

Email sender nameRequired

Email from addressRequired

Email contentRequired

Subscriber Groups

Subscriber Segments

Remove Subscriber From a Group

Subscriber GroupRequired

EmailRequired

Unsubscribe Subscriber

EmailRequired

Estimate Emailed

New Customer

New Invoice

New Payment

New Recurring Job