Generate automatic emails when new records are added to CRM from your Marketing Automation



For this requirement, it would be possible to create an autoresponder once a Contact from CRM lands in the List on Constant Contact as shown above in their software.

For sending updates when a members status is changed, you would need to have our Pro plan using Filters and Segmentation which would allow you to segment based on a field like "members status" in CRM and sync each record to a separate list in Constant Contact.

The rule is when a members status is X land in List A in Sync Profile 1 using Step 5 with Filter and Enabling segmentation for that List A.

When a members status is Y land in List B in using the same rule above in Step 5.

If you would like our Software Experts to guide you on this, feel free to book our Full Setup plan here.

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