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crm and email marketing


d3m0n

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Hello Community,

 

hope everybody is safe.

i have a task to get every new registered user data , email , name , phone to our crm and email marketing software , what is the best and easiest way to do it ? using the web hooks 

thx in advace

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existing clients details could be exported to CSV using the Clients Report - hopefully your importing program can handle that option.

16 minutes ago, d3m0n said:

i have a task to get every new registered user data , email , name , phone to our crm and email marketing software , what is the best and easiest way to do it ? using the web hooks 

for new clients, the ClientAdd hook point would run when a new client is being created (similar hooks trigger for Users and Contacts)... the problem will not necessarily being getting the data out of WHMCS, it will be getting it into a format that the importing program can understand.

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