Create new Constant Contact contacts from new contacts in Method CRM
Simplify your contact management process with this seamless workflow. When a new contact is added in Method CRM, it will instantly create a similar contact in Constant Contact. This automation ensures your marketing and CRM databases stay updated and aligned, helping you maintain comprehensive and consistent contact information across platforms.
Simplify your contact management process with this seamless workflow. When a new contact is added in Method CRM, it will instantly create a similar contact in Constant Contact. This automation ensures your marketing and CRM databases stay updated and aligned, helping you maintain comprehensive and consistent contact information across platforms.
- When this happens...New Contact
Triggers when a new contact is added.
- automatically do this!Create Contact
Triggers when a new contact is added to your account.
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New Activity
Triggers when a new activity is added.
Try ItNew Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
Try ItNew Opportunity
Triggers when a new opportunity is added.
Try ItStart DateRequired
Due Date
Comments
Opportunity Record ID
Contact RecordID
StatusRequired
TypeRequired
Assigned ToRequired
Custom Fields
New Contact
Triggers when a new contact is added.
Try ItNew Customer/Vendor or Customer/Vendor Lead (Xero Only)
Triggers when a new customer/vendor or customer/vendor lead is added.
Try ItNew Vendor
Triggers when a new vendor is added.
Try ItFirst NameRequired
Last Name
Entity Full NameRequired
Email
Phone
Custom Fields