Ideas to put to work
Lists that match your client base and campaigns that go out on schedule.
Lists matched to your CRM
Sofia reads Zoho CRM contacts and accounts and, with your approval, creates or updates contacts and lists to match.
Monthly client newsletter
Sofia reads your articles in Google Docs and drafts the newsletter campaign, scheduled once you approve.
Meeting invitees added for follow-up
Sofia looks up invitees for an event type in Calendly and, with your approval, adds them to a list for follow-up.
Campaign reports summarized
Sofia gets each campaign report and summarizes what drew engagement and what to change next time.
What Sofia can do with Constant Contact
Sofia reads and keeps current
- Contacts
- Contact lists
- Campaigns
- Tags
Sofia does, with your approval where you want it
- Create or update a contact
- Create a contact list
- Create a campaign
- Schedule a campaign
- Get a campaign report
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- Zoho CRMCRM for leads, contacts and deals
- Google DocsGoogle's online word processor
- CalendlyOnline booking pages for meetings
MailchimpEmail marketing and newsletters- ActiveCampaignEmail marketing, automation and sales CRM
LinkedInProfessional network for posts and outreach- AhrefsSEO toolset for backlinks, keywords and rank tracking
BrevoEmail and SMS marketing with a built-in sales CRM
Let Sofia run your Constant Contact campaigns
Score your firm in three minutes, or talk to our team.