ShareFile + Zoho Campaigns
Create client users in ShareFile for new Zoho Campaigns contacts
Effortlessly manage your contact lists across Zoho Campaigns and ShareFile with this seamless workflow. As soon as a new contact is added in Zoho Campaigns, it will create a client user in ShareFile, ensuring your contact data remains accurate and up to date. This automation not only streamlines the process but also helps maintain organized and secure contact information in both platforms.
Effortlessly manage your contact lists across Zoho Campaigns and ShareFile with this seamless workflow. As soon as a new contact is added in Zoho Campaigns, it will create a client user in ShareFile, ensuring your contact data remains accurate and up to date. This automation not only streamlines the process but also helps maintain organized and secure contact information in both platforms.
- When this happens...New Contact
Triggers when a new contact is added to a mailing list.
- automatically do this!Create Client User
Creates a ShareFile user with the given information.
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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
