ActiveCampaign + Apotheo

Manage new Apotheo client start dates by creating or updating contacts in ActiveCampaign

Stay organized and efficient with this workflow that sets in motion whenever a client-assigned start date is added in your Apotheo app. It promptly updates or creates a new contact in your ActiveCampaign app. This process ensures your contact data is always up-to-date, helping you maintain continuous and timely communication with your clients. Streamlining these processes ultimately benefits you by saving time and enhancing your productivity.

Stay organized and efficient with this workflow that sets in motion whenever a client-assigned start date is added in your Apotheo app. It promptly updates or creates a new contact in your ActiveCampaign app. This process ensures your contact data is always up-to-date, helping you maintain continuous and timely communication with your clients. Streamlining these processes ultimately benefits you by saving time and enhancing your productivity.

  1. When this happens...
    ApotheoApotheo
    Client Assigned Start Date

    Triggers when client is assigned their start date.

    TriggerInstant
  2. automatically do this!
    ActiveCampaignActiveCampaign
    Create or Update Contact

    Creates a new contact, or updates an existing contact.

    ActionWrite
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Supported triggers and actions

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activecampaign logo

About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.
Learn more

Related categories

  • Marketing Automation

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apotheo logo

About Apotheo

Apotheo is a client management tool for evidence based nutrition coaches.

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  • CRM (Customer Relationship Management)

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