MailerLite + The Customer Factor

Add new prospects from The Customer Factor to a group in MailerLite as subscribers

Easily manage your sales process with this simple workflow. Whenever a new prospect emerges in The Customer Factor, they will be seamlessly added to a group in your MailerLite account. This smart automation ensures prompt communication with your potential clients, saving you time and enhancing your marketing efforts.

When this happens...
New Prospect
Triggers when you add a new prospect in The Customer Factor.
TriggerInstant
automatically do this!
Add Subscriber to a Group
Add existing subscriber to a specific group by email address.
ActionWrite

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Supported triggers and actions

Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
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Job Completed
Triggers when a job is marked as completed in The Customer Factor.
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Instant
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New Estimate
Triggered when a new estimate is scheduled in The Customer Factor
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Instant
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New Job
Triggered when a new job is scheduled in The Customer Factor
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Instant
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New Prospect
Triggers when you add a new prospect in The Customer Factor.
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Instant
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Recurring Job Canceled
Triggered when a recurring job is canceled in The Customer Factor
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Instant
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- Estimate Number
- Date
- Tax Percent
- Tax Amount
- Discount Percent
- Discount Amount
- Type
- Fullname
- Company Name
- First Name
- Last Name
- Address
- Address 2
- City
- State
- Zipcode
- Email
- Phone
- Cellphone
- Job Type
- Quantity
- Unit Price
- Amount
- Tax Percent
- Exclude From Discount
- Service Date
- Description
- Tax Amount
- Assigned To
- Additional Details
- Subtotal
- Invoice Total
- Source
Action
Write

- TCF Invoice Number
- Payment Date
- Amount
- Payment Mode
- Source
- Source Invoice Number
- Source Payment Reference
Action
Write
Subscriber Clicked Campaign Link
Triggers when a subscriber clicks a link in a campaign.
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Instant
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Campaign Sent
Triggers when a campaign has been sent out.
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Instant
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- Subscriber GroupRequired
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Instant
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Subscriber Bounced
Triggers when an email to a subscriber bounces.
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Instant
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Subscriber Deleted
Triggers when a subscriber is deleted or forgotten.
Trigger
Instant
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- AutomationRequired
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Instant
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Subscriber Fields Updated
Triggers when the subscriber fields have been updated.
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Instant
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- EmailRequired
- New EmailRequired
Action
Write
- Group nameRequired
Action
Write
- Subscriber GroupRequired
- EmailRequired
Action
Write
- EmailRequired
Action
Write
- Email or nameRequired
Action
Search

Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
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Instant
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New Customer
Triggers when a new customer is added to The Customer Factor.
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Instant
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New Invoice
Triggers when new invoice is created in The Customer Factor.
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Instant
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New Payment
Triggers when an invoice is paid in The Customer Factor.
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Instant
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New Recurring Job
Triggered when a new recurring job is scheduled in The Customer Factor
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Instant
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- Company Name
- First Name
- Last Name
- Email
- Email 2
- Email 3
- Fax
- Phone
- Phone 2
- Cellphone
- Cellphone 2
- Address
- Address 2
- City
- State
- Zipcode
- Marketing Source
- Source App Name
- Custom Fields
- Notes
- Images
Action
Write
- Invoice NumberRequired
- Invoice Date
- Tax Percent
- Tax Amount
- Discount Percent
- Discount Amount
- Fullname
- Company Name
- First Name
- Last Name
- Address
- Address 2
- City
- State
- Zipcode
- Email
- Phone
- Cellphone
- Job Type
- Quantity
- Unit Price
- Amount
- Tax Percent
- Exclude From Discount
- Service Date
- Description
- Tax Amount
- Assigned To
- Additional Details
- Subtotal
- Invoice Total
- Source
Action
Write
- Company Name
- First Name
- Last Name
- Email
- Phone
- Cellphone
- Address
- Address 2
- City
- State
- Zipcode
- Marketing Source
- Source App Name
- Custom Fields
- Email 2
- Email 3
- Phone 2
- Cellphone 2
- Fax
- Notes
- Images
Action
Write
Subscriber Opened Campaign
Triggers when a subscriber opens a campaign.
Trigger
Instant
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Spam Complaint
Triggers when a subscriber issues a spam complaint about an email.
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Instant
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- AutomationRequired
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Instant
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Subscriber Created
Triggers when a subscriber was created on your mailing list.
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Instant
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- Subscriber GroupRequired
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Instant
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Subscriber Unsubscribed
Triggers when a subscriber has unsubscribed from your mailing list.
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Instant
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- Subscriber GroupRequired
- EmailRequired
Action
Write
- Campaign nameRequired
- Email subjectRequired
- Email sender nameRequired
- Email from addressRequired
- Email contentRequired
- Subscriber Groups
- Subscriber Segments
Action
Write
- Subscriber Groups
- EmailRequired
- Resubscribe
Action
Write
- Campaign nameRequired
- Email subjectRequired
- Email sender nameRequired
- Email from addressRequired
- Email contentRequired
- Subscriber Groups
- Subscriber Segments
Action
Write
- Group nameRequired
Action
Search

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