Create Wealthbox CRM workflows for new Zoho Campaigns contacts
Effortlessly keep your marketing and CRM efforts in sync by connecting Zoho Campaigns and Wealthbox CRM. When a new contact is added in Zoho Campaigns, this workflow will automatically start a corresponding workflow in Wealthbox CRM. Save time and ensure seamless data consistency, allowing you to focus on building relationships with potential clients.
Effortlessly keep your marketing and CRM efforts in sync by connecting Zoho Campaigns and Wealthbox CRM. When a new contact is added in Zoho Campaigns, this workflow will automatically start a corresponding workflow in Wealthbox CRM. Save time and ensure seamless data consistency, allowing you to focus on building relationships with potential clients.
- When this happens...New Contact
Triggers when a new contact is added to a mailing list.
- automatically do this!Start Workflow
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
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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