Log sent campaigns on CRM deal records

When a campaign is sent in Pathmonk, automatically log an activity on the corresponding deal in CustomerTrax Handle for sales tracking.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

CustomerTrax Handle Explore CustomerTrax Handle →

Triggers

New lead created

Fires when a new lead or contact is created in CustomerTrax Handle.

Deal stage changed

Fires when a deal moves to a new stage in CustomerTrax Handle.

Deal won

Fires when a deal is marked won in CustomerTrax Handle.

Contact updated

Fires when a field on a contact changes in CustomerTrax Handle.

Actions

Create or update contact

Creates or updates a contact in CustomerTrax Handle.

Create deal

Creates a new deal in CustomerTrax Handle.

Update deal stage

Moves a deal to a new stage in CustomerTrax Handle.

Log activity

Logs a call, email, or note against a record in CustomerTrax Handle.

Pathmonk Explore Pathmonk →

Triggers

Subscriber added

Fires when a new subscriber is added in Pathmonk.

Campaign sent

Fires when a campaign is sent from Pathmonk.

Subscriber unsubscribed

Fires when a subscriber unsubscribes in Pathmonk.

Actions

Add subscriber

Adds or updates a subscriber in Pathmonk.

Send campaign

Creates or sends a campaign from Pathmonk.

Add to segment

Adds a subscriber to a segment in Pathmonk.

Enroll new CRM leads into marketing segments When a lead is created in CustomerTrax Handle, automatically add them to a welcome segment in Pathmonk to start outreach. See details

Subscribe contacts after winning deals When a deal is won in CustomerTrax Handle, automatically add the customer as a subscriber in Pathmonk to send welcoming newsletters. See details

See all CustomerTrax Handle + Pathmonk integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Log sent campaigns on CRM deal records” between CustomerTrax Handle and Pathmonk?

Yes — describe it in the box above and Knit's Integrations Agent researches CustomerTrax Handle and Pathmonk's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does integrating Pathmonk with CustomerTrax Handle help sales representatives?

Marketing emails sent from Pathmonk can automatically log activities on CRM contacts or deals in CustomerTrax Handle, providing sales reps full visibility.

Can new sales prospects automatically enter marketing campaigns?

Yes, creating a new lead or deal in CustomerTrax Handle can immediately add the contact as a subscriber in Pathmonk.