Pensight + systeme.io
Create or update contacts in systeme.io with tags when new orders are submitted in Pensight
When a client places an order in Pensight, use this streamlined workflow to instantly create or update a contact and add tags in systeme.io. This process not only saves time but ensures accurate, up-to-date information gathered from every order is readily available in your systeme.io database, enhancing further client interactions for improved business relationships.
When a client places an order in Pensight, use this streamlined workflow to instantly create or update a contact and add tags in systeme.io. This process not only saves time but ensures accurate, up-to-date information gathered from every order is readily available in your systeme.io database, enhancing further client interactions for improved business relationships.
- When this happens...Client Submitted an Order
Triggers when client submits a new order. Useful for post-checkout actions.
- 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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