PitBullTax Software + Zoho Campaigns
Create or update PitBullTax Software clients/prospects from new Zoho Campaigns contacts
Effortlessly manage your client and prospect lists with this seamless workflow between Zoho Campaigns and PitBullTax Software. Whenever you add a new contact in Zoho Campaigns, this automation will create or update a client or prospect entry in PitBullTax Software. Maintain up-to-date information and save time by streamlining your client onboarding and contact management processes.
Effortlessly manage your client and prospect lists with this seamless workflow between Zoho Campaigns and PitBullTax Software. Whenever you add a new contact in Zoho Campaigns, this automation will create or update a client or prospect entry in PitBullTax Software. Maintain up-to-date information and save time by streamlining your client onboarding and contact management processes.
- When this happens...New Contact
Triggers when a new contact is added to a mailing list.
- automatically do this!New or Update Client / Prospect
Creating a new client or updating 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
