SugarCRM 6.2-5 integration with TailoredMail
How to Add new SugarCRM contacts to TailoredMail custom lists
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new SugarCRM contacts to TailoredMail custom lists" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate TailoredMail integrations
TailoredMail actions
Nekton can use any feature that is available in TailoredMail API.
Using our advanced AI, you can easily create custom automations for TailoredMail.
Here are some typical actions you can do in your automated workflows.
Add/Update Subscriber
Adds a new subscriber or updates an existing subscriber.
Remove From Custom List
Removes a subscriber from a custom list.
Update Drip Sequence
Updates the sequence of a subscriber in a drip.
Add to Custom List
Adds a subscriber to a static or drip custom list.
Stop Drip
Stops the drip for a subscriber.
About TailoredMail
TailoredMail is a powerful email marketing and automation solution that exclusively offers embedded-video-in-email, doubling engagement.