KlickTipp + umsatz.io

Tag new umsatz.io contacts in KlickTipp immediately

Boost your lead management process efficiently with this smart workflow. Once activated, every new contact you add into your umsatz.io app will be effortlessly labeled in your KlickTipp app. This allows streamlined communication, enabling you to segment and target your contacts more effectively. Harness the power of this automation to save time and enhance your marketing efforts.

When this happens...
New Contact
Triggers when a new contact is created in the system.
TriggerInstant
automatically do this!
Tag Contact
Adds one or more tags to a contact
ActionWrite

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Supported triggers and actions

Modify a Contact Property
Triggers when a contact property is filled or edited.
Trigger
Instant
Try It
New Activity
Triggers when a user tracks a new call in the app.
Trigger
Instant
Try It
New Deal
Triggers when a new deal is created in the system.
Trigger
Instant
Try It
Modify the Stage of a Deal
Triggers when the deal stage of a deal changes.
Trigger
Instant
Try It
- DealnameRequired
- Note (optional)
Action
Write

- Deal IdRequired
- Dealname
- Note (optional)
Action
Write
Find Contact by Id
Find contact by id
Action
Search

Find Deal by Id
Find deal by id
Action
Search
- EmailRequired
- Note (optional)
Action
Search or write
- NameRequired
- Description
Action
Write
- TagRequired
Action
Write
- Email AddressRequired
Action
Write
- Opt-in ProcessRequired
Action
Write
- TagRequired
Action
Write
List Data Fields
Lists the IDs and names of all data fields
Action
Write
- TagRequired
Action
Write
- Info
- Email Address
- SMS Number
- Opt-in Process
- Tag
Action
Write
- Email AddressRequired
Action
Write
- Identify Contact ByRequired
- New Email Address
- SMS Number
Action
Write

Modify a Deal Property
Triggers when a deal property is filled or edited.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created in the system.
Trigger
Instant
Try It
New Form Submission
Triggers when a new form is submitted in the system.
Trigger
Instant
Try It
- Note (optional)
Action
Write
- Note (optional)
Action
Write
- EmailRequired
Action
Search
- EmailRequired
Action
Search
- QueryRequired
Action
Search
Watch New Events
Triggers when a webhook event occurs in KlickTipp, such as a tag being added, an email being opened or sent, a link clicked, an SMS sent, and more.
Trigger
Instant
Try It
- Identify Contact ByRequired
Action
Write
- Identify Contact ByRequired
Action
Write
- Data FieldRequired
Action
Write
- Opt-in ProcessRequired
- Email AddressRequired
Action
Write
List Contacts
Lists the IDs of all active contacts
Action
Write
List Opt-In Processes
Lists the IDs and names of all opt-in processes
Action
Write
List Tags
Lists the IDs and names of all tags
Action
Write
- Email AddressRequired
- Tag IDsRequired
Action
Write
- Email AddressRequired
- TagRequired
Action
Write
- TagRequired
- Name
- Description
Action
Write

About KlickTipp

KlickTipp is an email marketing service provider. On our easy to use platform, you can segment your subscribers by tags and send highly relevant emails or even SMS to them. Keep track of your success by analysing real-time data like Conversions, Opens, Clicks and more.

Learn more