Campaign Monitor + Workiz
Add new Workiz leads to Campaign Monitor as subscribers
Simplify your email marketing by integrating Workiz with Campaign Monitor. This workflow enables new leads from Workiz to be swiftly added as subscribers in Campaign Monitor, ensuring immediate engagement with your business. Experience an efficient link between your task management and email marketing, focusing on your strategic plans.
Simplify your email marketing by integrating Workiz with Campaign Monitor. This workflow enables new leads from Workiz to be swiftly added as subscribers in Campaign Monitor, ensuring immediate engagement with your business. Experience an efficient link between your task management and email marketing, focusing on your strategic plans.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Add Subscriber
Triggers when a new subscriber is added to a list.
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Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItLead Status Change
Triggers when a lead status is changed
Try ItNew Lead
Triggers when a new lead is created.
Try ItFirst NameRequired
Last name
Phone Number
Address
City
State
PostalCode
Lead start time
Email address
Lead source
Description
Company
Job Status Change
Triggers when a job status is changed
Try ItNew Job
Triggers when a new job is created.
Try ItFirst NameRequired
Last name
Phone
AddressRequired
CityRequired
State
PostalCodeRequired
Jobs start timeRequired
Job TypeRequired
Service Area
Email address
Job source
JobNotes
Company
Phone Ext
Second Phone
Second Phone Ext
Unit
Job End Date Time
Client Id
Client AccountRequired
CampaignRequired
Try It
