1.Fetches new CSV file
Integrate Box and file storage tools to fetch the uploaded CSV file to prepare rows for import.
Add CSV contact rows to your campaign subscriber list
Automatically detect new CSV uploads in Box folders across Box, Formatter by Zapier, Looping by Zapier, and Zoho Campaigns. Create and update when csv file uploads, import batches appear, or uploads completeβso you can convert rows to contacts, add subscribers to campaigns, and set lawful basis without manual importing contacts.
How this automation expands your campaign audiences
When a new file appears in your configured Box folder, campaign sends can miss contacts and reduce audience quality. This automation fetches the uploaded CSV, parses and validates rows, and adds contacts to Zoho Campaigns subscriber listsβso your team can send to complete audiences.
Boxor swap with your favorite app
2.Imports CSV and maps fields
Integrate Formatter by Zapier and CSV parsing tools to convert the file into line items and map fields to contact data.
Formatter by Zapieror swap with your favorite app
3.Iterates and validates rows
Integrate Looping by Zapier and data validation tools to loop through parsed rows, trimming and keeping only qualifying records.
Looping by Zapieror swap with your favorite app
4.Finds or adds subscribers
Integrate Zoho Campaigns and list management tools to match or create contacts, add them to the subscriber list, and set lawful basis.
Zoho Campaignsor swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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