The Customer Factor integration with Mailchimp
How to Create or update Mailchimp subscribers for new prospects in The Customer Factor
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 "Create or update Mailchimp subscribers for new prospects in The Customer Factor" 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 The Customer Factor integrations
The Customer Factor actions
Nekton can use any feature that is available in The Customer Factor API.
Using our advanced AI, you can easily create custom automations for The Customer Factor.
Here are some typical actions you can do in your automated workflows.
Create Customer
This action will create a customer in The Customer Factor
Create Job or Invoice
This action will create a job with or without invoice in The Customer Factor
Create Prospect
This action will create the prospect in The Customer Factor
Create Estimate
This action will create an estimate in The Customer Factor
Create Payment
This action will make the invoice as paid in The Customer Factor
Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
About The Customer Factor
The Customer Factor is a software where users can register, store their contacts, their appointments, invoices, etc.,