Pensight + Simplero
Create or update Simplero contacts when new clients start their first order in Pensight
Effortlessly maintain up-to-date contacts in your Simplero account when clients submit their first orders in Pensight. This workflow is designed to create or update a contact in Simplero whenever a new client starts their first order in Pensight. Save time and stay organized by streamlining your client management process and ensuring your Simplero contacts list stays current.
Effortlessly maintain up-to-date contacts in your Simplero account when clients submit their first orders in Pensight. This workflow is designed to create or update a contact in Simplero whenever a new client starts their first order in Pensight. Save time and stay organized by streamlining your client management process and ensuring your Simplero contacts list stays current.
- When this happens...New Client Started Their First Order
Triggers when a client starts (but not necessarily completes) their first order. Useful for collecting inbound leads.
- automatically do this!Create or Update Contact
Add a new contact or optionally update the information about a contact in Simplero.
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New Client Started Their First Order
Triggers when a client starts (but not necessarily completes) their first order. Useful for collecting inbound leads.
Try ItA User Submitted Form Result
Triggers when a user submitted a form. Useful for inbound lead collection, i.e. sign up emails.
Try ItNew Purchase
Will be fired whenever a new purchase is made in Simplero.
Try ItWhich TagRequired
Try It