Overview
This workflow automates the daily synchronization of new contacts from CentralStationCRM to Rapidmail, ensuring that only those with the appropriate "Newsletter" tag are added to the mailing list. It leverages Slack for interactive decision-making, allowing team members to confirm newsletter subscriptions in real time.
Key Features
- Scheduled Automation: Triggers every day at 5PM to process new contacts.
- CRM Integration: Retrieves new people from CentralStationCRM added within the last 24 hours.
- Tag Verification: Checks if each contact has the "Newsletter" tag.
- Slack Interaction: Notifies team members in Slack to confirm if a contact should receive the tag, using interactive buttons.
- Rapidmail Sync: Automatically adds confirmed contacts to the Rapidmail list for email campaigns.
Benefits
- Reduces Manual Work: Eliminates repetitive tasks of checking and updating newsletter tags and mailing lists.
- Improves Data Accuracy: Ensures only opted-in contacts are added to email campaigns.
- Enhances Collaboration: Uses Slack for quick team input, streamlining decision-making.
- Saves Time: Automates multi-platform processes, freeing up resources for higher-value tasks.
Use Cases
- Marketing teams managing newsletter subscriptions.
- Businesses needing compliant, up-to-date email lists.
- Organizations seeking to streamline CRM and email marketing integration.
