Send a Gmail notification when a contact matching specific conditions is created in Constant Contact

■Overview

Do you find it time-consuming to review new contacts added to Constant Contact and share their details with your team via Gmail each time?
With this workflow, whenever a contact that meets specific criteria is added to Constant Contact, Gmail can automatically send the contact information to designated recipients. Streamline your operations by eliminating common challenges associated with manually connecting Constant Contact and Gmail, such as delays in information sharing and missed follow-ups.

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■Who should use this template

• Anyone who wants to connect Constant Contact and Gmail to reach specific customers faster
• Anyone who manually reviews new contact information in Constant Contact and shares it via Gmail
• Team leaders looking to eliminate delays and human errors in manual information sharing

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■Benefits of using this template

• When a contact is added to Constant Contact, Gmail automatically sends a notification, reducing the time spent on manual reviews and communication.
• Automation reduces the risk of human errors, such as overlooking important contacts or missing notifications, ensuring reliable information sharing.

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■Workflow steps

1. First, connect Gmail and Constant Contact with Yoom.
2. Next, select Constant Contact as the trigger and set the action to “When a new contact is created.”
3. Then, configure a branch in the operation so that subsequent actions run only when specific conditions are met.
4. Finally, set Gmail’s “Send an email” action in the operation to send the information of contacts that meet the conditions to the designated recipients.

*“Trigger”: An action that initiates a flow. “Operation”: An action that processes data within the flow after the trigger starts.

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■Customization options

• In the Constant Contact trigger settings, select the contact list you want to monitor for notifications.
• With the branching feature, you can define the conditions for sending notifications based on specific contact information.
• In Gmail’s email-sending action, specify the email addresses you want to notify.

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■Notes

• Connect both Constant Contact and Gmail with Yoom.
• You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Please note that the shortest available trigger interval varies by plan.
• Branching is an operation available on the Mini plan and above. On the Free plan, operations configured in the workflow will result in an error.
• Paid plans, including the Mini plan, offer a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.