Clio + Zoho Campaigns
Update Clio person contacts when new Zoho Campaigns contacts are added
Effortlessly maintain up-to-date contact information with this seamless workflow between Zoho Campaigns and Clio. When you add a new contact in Zoho Campaigns, their details will automatically be used to create a new person contact in Clio. This efficient process ensures your records remain accurate and consistent while saving time and promoting organization across both platforms.
Effortlessly maintain up-to-date contact information with this seamless workflow between Zoho Campaigns and Clio. When you add a new contact in Zoho Campaigns, their details will automatically be used to create a new person contact in Clio. This efficient process ensures your records remain accurate and consistent while saving time and promoting organization across both platforms.
- When this happens...New Contact
Triggers when a new contact is added to a mailing list.
- automatically do this!Update Person Contact
Updates an existing person contact.
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Select Mailing ListRequired
Try ItSelect Mailing ListRequired
Try ItSelect a Campaign to CloneRequired
New Campaign NameRequired
Tag NameRequired
Contact EmailRequired
Action
Select Mailing ListRequired
Try ItTag NameRequired
Contact EmailRequired
Topic
Campaign NameRequired
SubjectRequired
Sender AddressRequired
Select Mailing List
Sender Name
Select Mailing ListRequired
Contact Email AddressRequired
Associate contacts with topics
Lawful basis
