Pensight + systeme.io
Create or update systeme.io contacts when new clients start their first order in Pensight
Boost your productivity and improve client management with this efficient automation. With this workflow, each time a new client places their first order through Pensight, a contact is created or updated in the systeme.io app, also adding appropriate tags. This helps ensure that all your client information is up-to-date and effectively categorized, simplifying your client follow-up process.
Boost your productivity and improve client management with this efficient automation. With this workflow, each time a new client places their first order through Pensight, a contact is created or updated in the systeme.io app, also adding appropriate tags. This helps ensure that all your client information is up-to-date and effectively categorized, simplifying your client follow-up process.
- 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 a Contact, Including Adding Tags
Creates or updates a contact, including adding tags
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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.
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