Zoho Books + Zoho Campaigns
Add new Zoho Books customers to Zoho Campaigns as contacts
When you gain new customers in Zoho Books, it's important to involve them in your marketing efforts. With this workflow, each new customer in Zoho Books is immediately added or updated as a contact in your Zoho Campaigns. This way, you can start nurturing these relationships without delay and ensure that no one is left out of your marketing cycle. It's a smart way of seamlessly bridging your sales and marketing processes.
When you gain new customers in Zoho Books, it's important to involve them in your marketing efforts. With this workflow, each new customer in Zoho Books is immediately added or updated as a contact in your Zoho Campaigns. This way, you can start nurturing these relationships without delay and ensure that no one is left out of your marketing cycle. It's a smart way of seamlessly bridging your sales and marketing processes.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Add/Update Contact
Adds a new contact or updates an existing contact in Zoho Campaigns. Contact will not get any confirmation email to join a mailing list.
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OrganizationRequired
Try ItOrganizationRequired
Try ItOrganizationRequired
Try ItOrganization NameRequired
Customer NameRequired
Estimate Number
Date
Expiry Date
NameRequired
RateRequired
QuantityRequired
Discount
Description
Exchange Rate
Estimate Notes
Send
Estimate Terms
Shipping Charge
OrganizationRequired
Try ItStatus
OrganizationRequired
Try ItOrganizationRequired
PAN Number
GSTIN or UIN
GST Treatment
Place of Contact
Contact NameRequired
Company Name
First Name
Last Name
Email
Website
Phone
Mobile
Billing Address Address
Billing Address City
Billing Address Zip
Billing Address State
Billing Address Country
Billing Address Fax
Shipping Address Address
Shipping Address City
Shipping Address State
Shipping Address Country
Shipping Address Fax
Shipping Address Zip
Payment Terms
Notes
Vat Treatment
Tax Treatment
TRN Number
Place of Supply
OrganizationRequired
Customer NameRequired
Invoice Number
Invoice Date
Due Date
Payment Terms
Discount
Exchange Rate
Item NameRequired
Description
QuantityRequired
RateRequired
Discount ($)
Payment Options
Shipping Charge
Adjustment
Allow Partial Payment
Notes
Send
VAT Treatment
Tax Treatment
