Connect Constant Contact and Zoe Financial to Build Intelligent Automations
Enable Integrations or automations with these events of Constant Contact and Zoe Financial
Enable Integrations or automations with these events of Constant Contact and Zoe Financial
Triggers
New Contact
Retrieve contacts created or updated within the specified recent minutes from Constant Contact.
New List
Fetches contact lists created since the last check and returns the most recent lists.
Actions
Add Contact to List
Add a contact to one or more Constant Contact lists and save optional details like name, phone, company, birthday, and anniversary.
Create Contact
Create a Constant Contact contact (or update via sign-up form). Optionally add to lists and set contact details, phone, notes, and custom fields.
Tag Contact
Apply one or more existing tags to selected contacts (select by contact ID or provide email addresses). Optionally exclude contacts and add a short note.
Remove Contact From List
Remove one or more contacts from selected Constant Contact list(s) using Contact IDs or email addresses.
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Frequently Asked Questions
To start, connect both your Constant Contact and Zoe Financial accounts to viaSocket. Once connected, you can set up a workflow where an event in Constant Contact triggers actions in Zoe Financial (or vice versa).
Absolutely. You can customize how Constant Contact data is recorded in Zoe Financial. This includes choosing which data fields go into which fields of Zoe Financial, setting up custom formats, and filtering out unwanted information.
The data sync between Constant Contact and Zoe Financial typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Constant Contact and Zoe Financial. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Constant Contact
Constant Contact can help grow your business with an email marketing tool that’s affordable, powerful, and easy to use.
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About Zoe Financial
Zoe Financial connects clients to financial advisors. Advisors listed on Zoe's network are all independent fiduciaries who work on a commission-free model, meaning your advisor won’t try to sell you products to make a profit.
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