Optiin + Zengine Integration

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Optiin + Zengine Integration

Create Zengine record from new Optiin order

As an online store owner, you're likely using Optiin to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' record information.

But did you know that you can easily integrate Optiin with Zengine? This integration will allow you to automatically create a record for each new order in Zengine.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Optiin + Zengine Integration

Create Zengine record for new Optiin form submission

When someone completes your Optiin, a new record is automatically created in your Zengine. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Optiin is automatically populated in the new record, so you don't have to waste time manually entering data. Thus, having a Optiin - Zengine integration set up makes it easy to manage your customer relationships and grow your business.
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Zengine + Optiin Integration

Create Optiin contact for new Zengine record

If you're using Zengine to manage your sales leads, it's important to also use Optiin to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new record is created in Zengine, a corresponding contact will automatically be created in Optiin.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Optiin + Zengine Integration

Create Zengine record for new Optiin contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Zengine record and Optiin contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Optiin + Zengine Integration
1.
  • Optiin
    Product is created in Optiin Instant
  • Optiin
    Product is updated in Optiin Instant
  • Optiin
    Form response is created in Optiin Instant
  • Optiin
    Booking is created in Optiin Instant
  • Optiin
    Contact is created or updated in Optiin Instant
  • Optiin
    Order is created in Optiin Instant
  • Optiin
    Order is updated in Optiin Instant
  • Zengine
    New record is created in Zengine Instant
  • Zengine
    New record is updated in Zengine Instant
  • Zengine
    New task is added in Zengine Instant
  • Zengine
    New event is added in Zengine Instant
2.
  • Optiin
    Delete contact in Optiin
  • Optiin
    Update contact in Optiin
  • Optiin
    Create product in Optiin
  • Optiin
    Search contact in Optiin
  • Optiin
    Create contact in Optiin
  • Optiin
    Update product in Optiin
  • Optiin
    Search product in Optiin
  • Optiin
    Create member in Optiin
  • Optiin
    Delete member in Optiin
  • Optiin
    Update member in Optiin
  • Optiin
    Create member group in Optiin
  • Optiin
    Update member group in Optiin
  • Optiin
    Delete member group in Optiin
  • Zengine
    Create new record in Zengine
  • Zengine
    Delete record in Zengine
  • Zengine
    Update record in Zengine
  • Zengine
    Upload file to field in Zengine
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