Below is an overview of the available Triggers and Actions in Zapier for Marketing 360®.

We recommend you ensure your CRM is fully set up before making any Zapier connections. 

See Setting Up your CRM

Connect your Account to Zapier

See Connect Zapier to Marketing 360® CRM

Triggers

There are no available Zapier Actions at this time. 

Actions

Create or Update Contact in Marketing 360®

Overview: This action will create a new contact if the email address associated with the contact does not exist in the Marketing 360® CRM. If the email address is found, the associated contact record will instead be updated with the info provided in the Zapier connection. 

Required Fields

• Contact Name
• Email Address
• Contact Source
• Contact Status
• Contact Type

Other Available Fields

All Custom Text input and URL fields are available to be mapped

Note: dropdown and multiple select fields are not available to be mapped.