Project managers capture daily appointment contacts for marketing
Project managers capture daily appointment contacts for marketing
Project managers miss clients with emails from daily appointments, causing post-visit outreach gaps. Morning scheduled job adds clients with emails to your marketing list so follow-ups happen.
Overview
Project managers risk missed post-visit outreach when appointment clients with emails aren't added to marketing lists, reducing campaign reach. A daily scheduled workflow captures those clients and upserts them into your marketing platform so follow-ups happen and contact records stay current.
Notable Features
- Add clients with valid emails
- Tag contacts with last appointment
- Filter out contacts without email