Create new contacts in dotdigital from new email senders
About
This template periodically checks for new emails in your mailbox and uses the retrieved information (sender email and name) to create new contacts in dotdigital.
Note that the "Create a Contact" module will only update the contact in case the email is already present in dotdigital. Duplicate contacts will not be created.
The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
Apps Included
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The Google Sheets module checks for matches between the sender’s email address and the list of client email addresses. If a match is found, the label client_mailbox is added to the email. More information here.
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Copies an email or a draft into a selected folder.
Creates a new contact within the account and adds it to the 'All contacts' address book.
Creates a new contact data field.
Creates and adds a new draft to a selected folder.
Creates a new program enrolment.
Creates a new address book.
Deletes a specified contact.
Deletes a specified contact data field. You can't delete a reserved contact data field (FIRSTNAME, LASTNAME, ADDRESS, POSTCODE, GENDER) or any that are currently in use elsewhere in the system.
Deletes a specified address book.
FAQ