Katana + Zoho Campaigns
Create new Katana customers from Zoho Campaigns contacts
Easily manage new contacts from Zoho Campaigns by converting them into customers in Katana with this seamless workflow. When you add a new contact in Zoho Campaigns, this integration will automatically create a customer in Katana, keeping your records up-to-date and saving you time on manual data entry. Stay organized and efficient by streamlining your contact management across both platforms.
Easily manage new contacts from Zoho Campaigns by converting them into customers in Katana with this seamless workflow. When you add a new contact in Zoho Campaigns, this integration will automatically create a customer in Katana, keeping your records up-to-date and saving you time on manual data entry. Stay organized and efficient by streamlining your contact management across both platforms.
- When this happens...New Contact
Triggers when a new contact is added to a mailing list.
- automatically do this!Create Customer
Creates a customer.
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Select Mailing ListRequired
Try ItSelect Mailing ListRequired
Try ItTopic
Campaign NameRequired
SubjectRequired
Sender AddressRequired
Select Mailing List
Sender Name
CampaignRequired
Action
Select Mailing ListRequired
Try ItSelect a Campaign to CloneRequired
New Campaign NameRequired
Select Mailing ListRequired
Contact Email AddressRequired
Associate contacts with topics
Lawful basis
Select Mailing ListRequired
Contact Email AddressRequired
Move to Do-Not-Mail
