PTminder + Zoho Campaigns
Create clients in PTminder from new contacts in Zoho Campaigns
Stay up-to-date with new contacts from Zoho Campaigns by instantly creating corresponding clients in PTminder with this streamlined automation. Once set up, every time a new contact is added in Zoho Campaigns, this workflow will create a client in PTminder, ensuring your client list remains organized and current without manual effort. Say goodbye to time-consuming data entry and enjoy a seamless transition between your marketing campaigns and client management.
Stay up-to-date with new contacts from Zoho Campaigns by instantly creating corresponding clients in PTminder with this streamlined automation. Once set up, every time a new contact is added in Zoho Campaigns, this workflow will create a client in PTminder, ensuring your client list remains organized and current without manual effort. Say goodbye to time-consuming data entry and enjoy a seamless transition between your marketing campaigns and client management.
- When this happens...New Contact
Triggers when a new contact is added to a mailing list.
- automatically do this!Create Client
Creates a Client in PTminder
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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
