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NextAgency + Zoho Campaigns

Create leads in NextAgency from new contacts in Zoho Campaigns

Effortlessly streamline your lead generation process with this automation workflow. Whenever a new contact is added in Zoho Campaigns, a lead will be created in NextAgency instantly. Save time and resources by automating manual data entry tasks, ensuring your sales team can focus on nurturing potential clients and growing your business.

Effortlessly streamline your lead generation process with this automation workflow. Whenever a new contact is added in Zoho Campaigns, a lead will be created in NextAgency instantly. Save time and resources by automating manual data entry tasks, ensuring your sales team can focus on nurturing potential clients and growing your business.

  1. When this happens...
    Zoho CampaignsZoho Campaigns
    New Contact

    Triggers when a new contact is added to a mailing list.

    TriggerInstant
  2. automatically do this!
    NextAgencyNextAgency
    Create Lead

    will create lead in NextAgency.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Topic

    • Campaign NameRequired

    • SubjectRequired

    • Sender AddressRequired

    • Select Mailing List

    • Sender Name

    Action
    Write
    • CampaignRequired

    Action
    Write
    • Action

    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Select a Campaign to CloneRequired

    • New Campaign NameRequired

    Action
    Write
    • Select Mailing ListRequired

    • Contact Email AddressRequired

    • Associate contacts with topics

    • Lawful basis

    Action
    Write
    • Select Mailing ListRequired

    • Contact Email AddressRequired

    • Move to Do-Not-Mail

    Action
    Write
nextagency logo

About NextAgency

NextAgency is an insurance agency management software and CRM that helps producers save time, money and clients.

Related categories

  • CRM (Customer Relationship Management)

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zoho-campaigns logo

About Zoho Campaigns

Zoho Campaigns lets you send email and social media campaigns to your subscribers.

Related categories

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