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Desperately looking for some guidance. We use OnePageCRM, but we are looking to use Mailerlite in order to use an automation for new clients. How do I set up that when we update a “prospect” to a “customer”, that Mailerlite will automatically send a welcome email.

Thank you for your help!

Hi ​@MedicareAgentAly,

Welcome to the Community! 🎉

Here’s how I see the Zap you have in mind:

  1. Trigger: OnePageCRM - Updated Contact
  2. Action: Mailerlite - Create or Update Subscriber

Kindly give it a try and let me know how it goes? I'll keep an eye out for your response!

 


Thank you for the great start! I really appreciate it!


Wow! Thank you for confirming that Ken’s suggestion got the Zap running. This will significantly help our Community members to have as a reference for the same issue.