Simpro + Zoho Campaigns

Create individual Simpro customers from new Zoho Campaigns contacts

Effortlessly streamline your contact management process by connecting Zoho Campaigns and Simpro. With this automation workflow, whenever a new contact is created in Zoho Campaigns, they'll be added as an individual customer in Simpro, making it easier to manage your client base and save valuable time. Stay organized and stay on top of your customer relationships with this efficient solution.

Effortlessly streamline your contact management process by connecting Zoho Campaigns and Simpro. With this automation workflow, whenever a new contact is created in Zoho Campaigns, they'll be added as an individual customer in Simpro, making it easier to manage your client base and save valuable time. Stay organized and stay on top of your customer relationships with this efficient solution.

  1. When this happens...
    Zoho CampaignsZoho Campaigns
    New Contact

    Triggers when a new contact is added to a mailing list.

    TriggerInstant
  2. automatically do this!
    SimproSimpro
    Create Individual Customer

    Creates a new individual customer.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Topic

    • Campaign NameRequired

    • SubjectRequired

    • Sender AddressRequired

    • Select Mailing List

    • Sender Name

    Action
    Write
    • CampaignRequired

    Action
    Write
    • Action

    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Select a Campaign to CloneRequired

    • New Campaign NameRequired

    Action
    Write
    • Select Mailing ListRequired

    • Contact Email AddressRequired

    • Associate contacts with topics

    • Lawful basis

    Action
    Write
    • Select Mailing ListRequired

    • Contact Email AddressRequired

    • Move to Do-Not-Mail

    Action
    Write
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About Simpro

Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
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Related categories

  • Project Management
zoho-campaigns logo
zoho-campaigns logo

About Zoho Campaigns

Zoho Campaigns lets you send email and social media campaigns to your subscribers.
Learn moreHelp

Related categories

  • Marketing Automation
  • Zoho

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