Popular ways to use The Customer Factor workflows

• Create or update Mailchimp subscribers for new customers in The Customer Factor

  

  by Zapier

  Zapier

  Try it

  • 
  • 

  The Customer Factor, Mailchimp

  The Customer Factor + Mailchimp

  More details

  1. 

     When this happens

     Step 1: New Customer

  2. 

     Then do this

     Step 2: Add/Update Subscriber

  See Zap detailsTry it

  Create or update Mailchimp subscribers for new customers in The Customer Factor

  

  by Zapier

  Zapier

  Create or update Mailchimp subscribers for new customers in The Customer Factor

  Try it

  • 
  • 

  The Customer Factor, Mailchimp

  The Customer Factor + Mailchimp

• Create or update Mailchimp subscribers for new prospects in The Customer Factor

  

  by Zapier

  Zapier

  Try it

  • 
  • 

  The Customer Factor, Mailchimp

  The Customer Factor + Mailchimp

  More details

  1. 

     When this happens

     Step 1: New Prospect

  2. 

     Then do this

     Step 2: Add/Update Subscriber

  See Zap detailsTry it

  Create or update Mailchimp subscribers for new prospects in The Customer Factor

  

  by Zapier

  Zapier

  Create or update Mailchimp subscribers for new prospects in The Customer Factor

  Try it

  • 
  • 

  The Customer Factor, Mailchimp

  The Customer Factor + Mailchimp

• Create Xero sales invoices for new The Customer Factor invoices

  

  by Zapier

  Zapier

  Premium

  Premium apps: Xero

  Try it

  • 
  • 

  The Customer Factor, Xero

  The Customer Factor + Xero

  More details

  1. 

     When this happens

     Step 1: New Invoice

  2. 

     Then do this

     Step 2: Create Sales Invoice

  See Zap detailsTry it

  Create Xero sales invoices for new The Customer Factor invoices

  

  by Zapier

  Zapier

  Premium

  Premium apps: Xero

  Create Xero sales invoices for new The Customer Factor invoices

  Try it

  • 
  • 

  The Customer Factor, Xero

  The Customer Factor + Xero

• Create Xero payments for new payments in The Customer Factor

  

  by Zapier

  Zapier

  Premium

  Premium apps: Xero

  Try it

  • 
  • 

  The Customer Factor, Xero

  The Customer Factor + Xero

  More details

  1. 

     When this happens

     Step 1: New Payment

  2. 

     Then do this

     Step 2: Create Payment

  See Zap detailsTry it

  Create Xero payments for new payments in The Customer Factor

  

  by Zapier

  Zapier

  Premium

  Premium apps: Xero

  Create Xero payments for new payments in The Customer Factor

  Try it

  • 
  • 

  The Customer Factor, Xero

  The Customer Factor + Xero

• Create The Customer Factor prospects for new subscribers in Mailchimp

  

  by Zapier

  Zapier

  Try it

  • 
  • 

  Mailchimp, The Customer Factor

  Mailchimp + The Customer Factor

  More details

  1. 

     When this happens

     Step 1: New Subscriber

  2. 

     Then do this

     Step 2: Create Prospect

  See Zap detailsTry it

  Create The Customer Factor prospects for new subscribers in Mailchimp

  

  by Zapier

  Zapier

  Create The Customer Factor prospects for new subscribers in Mailchimp

  Try it

  • 
  • 

  Mailchimp, The Customer Factor

  Mailchimp + The Customer Factor

• Create or update contacts in Constant Contact for new customers in The Customer Factor

  

  by Zapier

  Zapier

  Try it

  • 
  • 

  The Customer Factor, Constant Contact

  The Customer Factor + Constant Contact

  More details

  1. 

     When this happens

     Step 1: New Customer

  2. 

     Then do this

     Step 2: Create Contact

  See Zap detailsTry it

  Create or update contacts in Constant Contact for new customers in The Customer Factor

  

  by Zapier

  Zapier

  Create or update contacts in Constant Contact for new customers in The Customer Factor

  Try it

  • 
  • 

  The Customer Factor, Constant Contact

  The Customer Factor + Constant Contact

• Create Constant Contact subscribers from new prospects in The Customer Factor

  

  by Zapier

  Zapier

  Try it

  • 
  • 

  The Customer Factor, Constant Contact

  The Customer Factor + Constant Contact

  More details

  1. 

     When this happens

     Step 1: New Prospect

  2. 

     Then do this

     Step 2: Create Contact

  See Zap detailsTry it

  Create Constant Contact subscribers from new prospects in The Customer Factor

  

  by Zapier

  Zapier

  Create Constant Contact subscribers from new prospects in The Customer Factor

  Try it

  • 
  • 

  The Customer Factor, Constant Contact

  The Customer Factor + Constant Contact

• Create The Customer Factor prospects for new contacts in Constant Contact

  

  by Zapier

  Zapier

  Try it

  • 
  • 

  Constant Contact, The Customer Factor

  Constant Contact + The Customer Factor

  More details

  1. 

     When this happens

     Step 1: New Contact

  2. 

     Then do this

     Step 2: Create Prospect

  See Zap detailsTry it

  Create The Customer Factor prospects for new contacts in Constant Contact

  

  by Zapier

  Zapier

  Create The Customer Factor prospects for new contacts in Constant Contact

  Try it

  • 
  • 

  Constant Contact, The Customer Factor

  Constant Contact + The Customer Factor

• 

  Estimate Emailed

  Triggered when an estimate is emailed in The Customer Factor

  Trigger

  Instant
• 

  Job Completed

  Triggers when a job is marked as completed in The Customer Factor.

  Trigger

  Instant
• 

  New Customer

  Triggers when a new customer is added to The Customer Factor.

  Trigger

  Instant
• 

  New Estimate

  Triggered when a new estimate is scheduled in The Customer Factor

  Trigger

  Instant
• 

  New Invoice

  Triggers when new invoice is created in The Customer Factor.

  Trigger

  Instant
• 

  New Job

  Triggered when a new job is scheduled in The Customer Factor

  Trigger

  Instant
• 

  New Payment

  Triggers when an invoice is paid in The Customer Factor.

  Trigger

  Instant
• 

  New Prospect

  Triggers when you add a new prospect in The Customer Factor.

  Trigger

  Instant
• The Customer Factor

  Triggered when a new recurring job is scheduled in The Customer Factor

  Instant

  Trigger

• The Customer Factor

  Triggered when a recurring job is canceled in The Customer Factor

  Instant

  Trigger

• The Customer Factor

  This action will create a customer in The Customer Factor

  Scheduled

  Action

• The Customer Factor

  This action will create an estimate in The Customer Factor

  Scheduled

  Action

• The Customer Factor

  This action will create a job with or without invoice in The Customer Factor

  Scheduled

  Action

• The Customer Factor

  This action will make the invoice as paid in The Customer Factor

  Scheduled

  Action

• The Customer Factor

  This action will create the prospect in The Customer Factor

  Scheduled

  Action