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Route the Service Platform + Zoho Campaigns

Create new Route the Service Platform clients from new Zoho Campaigns contacts

Effortlessly manage your growing client base with this seamless workflow between Zoho Campaigns and Route the Service Platform. When a new contact is added in Zoho Campaigns, this automation will create a client in Route the Service Platform, ensuring all your contact information is up-to-date and easily accessible. Save time and streamline your client onboarding process with this efficient solution.

Effortlessly manage your growing client base with this seamless workflow between Zoho Campaigns and Route the Service Platform. When a new contact is added in Zoho Campaigns, this automation will create a client in Route the Service Platform, ensuring all your contact information is up-to-date and easily accessible. Save time and streamline your client onboarding process with this efficient solution.

  1. When this happens...
    Zoho CampaignsZoho Campaigns
    New Contact

    Triggers when a new contact is added to a mailing list.

    TriggerInstant
  2. automatically do this!
    Route the Service PlatformRoute the Service Platform
    Create Client

    Creates a client.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Topic

    • Campaign NameRequired

    • SubjectRequired

    • Sender AddressRequired

    • Select Mailing List

    • Sender Name

    Action
    Write
    • CampaignRequired

    Action
    Write
    • Action

    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Select a Campaign to CloneRequired

    • New Campaign NameRequired

    Action
    Write
    • Select Mailing ListRequired

    • Contact Email AddressRequired

    • Associate contacts with topics

    • Lawful basis

    Action
    Write
    • Select Mailing ListRequired

    • Contact Email AddressRequired

    • Move to Do-Not-Mail

    Action
    Write
route-the-service-platform logo
route-the-service-platform logo

About Route the Service Platform

Walkthrough, bidding and proposal software for commercial cleaning companies.

Related categories

  • Proposal & Invoice Management
zoho-campaigns logo
zoho-campaigns logo

About Zoho Campaigns

Zoho Campaigns lets you send email and social media campaigns to your subscribers.
Learn moreHelp

Related categories

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