ActiveCampaign + Trackfront + Filter by Zapier
Add contacts to ActiveCampaign automations for new estimate status changes in Trackfront
With this template, whenever there is a new estimate status change in Trackfront, a corresponding contact will be added to an ActiveCampaign automation. A filter can also be added, so the template only runs for certain estimate statuses. By default this may be when an estimate is sent to your customer so you can do follow-up emails.
With this template, whenever there is a new estimate status change in Trackfront, a corresponding contact will be added to an ActiveCampaign automation. A filter can also be added, so the template only runs for certain estimate statuses. By default this may be when an estimate is sent to your customer so you can do follow-up emails.
- When this happens...Estimate Status Change
Triggers when an estimate status changes in Trackfront.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Add Existing Contact to Automation
Adds an existing contact into any automation.
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Contact Create
Triggers when a new contact is created in Trackfront.
Try ItEstimate Status Change
Triggers when an estimate status changes in Trackfront.
Try ItProject Create
Triggers when a new project is created in Trackfront.
Try ItFirst NameRequired
Last NameRequired
EmailRequired
Phone
Phone Extension
Title
Organization
Create as new Organization (if not found)
Estimate Save
Triggers when an estimate is saved in Trackfront.
Try ItOrganization Create
Triggers when a Trackfront Organization is created in your account.
Try ItProject Message
Triggers when a new message is posted to a project in Trackfront.
Try ItNameRequired
Address Street 1
Address Street 2
Address City
Address State
Address Postal Code
Address Country
