Constant Contact + Octane AI
Create new contacts in Constant Contact when customers are created in Octane AI
Streamline your customer relationship management with this workflow. When a new customer is added in Octane AI, it will create a contact in Constant Contact. This smoothes the process of managing contacts, saves time on data entry, and ensures that every new customer is immediately added to your Constant Contact list for seamless communication.
Streamline your customer relationship management with this workflow. When a new customer is added in Octane AI, it will create a contact in Constant Contact. This smoothes the process of managing contacts, saves time on data entry, and ensures that every new customer is immediately added to your Constant Contact list for seamless communication.
- When this happens...Customer Created
Triggers when a new customer is created.
- automatically do this!Create Contact
Triggers when a new contact is added to your account.
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Customer Updated
Triggers when a customer is updated.
Try ItNew Contact
Triggers when a new contact is added to your account.
Try ItNew List
Triggers when a new list is added.
Try ItContact IDRequired
ListRequired
Customer Created
Triggers when a new customer is created.
Try ItCampaignRequired
Campaign ActivityRequired
Try ItNew Unsubscriber
Triggers when a contact Unsubscribes (Email Unsubscribed).
Try ItCreate SourceRequired
EmailRequired
List
First Name
Middle Name
Last Name
Job Title
Company Name
Max 2 Phone Numbers
Home Phone
Work Phone
Cell Phone
Other - Phone Number
SMS Terms & Conditions
SMS Phone Number
SMS Consent Type
Anniversary
Birthday Month
Birthday Day
Address Requirements
Address Type
Street Address
City
State
Zip or Postal Code
Country
Tags
