PandaDoc + Zoho Campaigns
Add new Zoho Campaigns contacts to PandaDoc or update existing ones
Streamline your contact management process by connecting Zoho Campaigns and PandaDoc with this workflow. Whenever a new contact is added in Zoho Campaigns, their information will be used to create or update a contact in PandaDoc, ensuring your documentation always stays up-to-date. This seamless automation helps you save time and maintain accurate records across both platforms.
Streamline your contact management process by connecting Zoho Campaigns and PandaDoc with this workflow. Whenever a new contact is added in Zoho Campaigns, their information will be used to create or update a contact in PandaDoc, ensuring your documentation always stays up-to-date. This seamless automation helps you save time and maintain accurate records across both platforms.
- When this happens...New Contact
Triggers when a new contact is added to a mailing list.
- automatically do this!Create or Update Contact
Create a new contact or update an existing one.
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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
