Log sent campaigns on CRM deal records

When a campaign is sent in Templated, automatically log an activity on the corresponding deal in LockedOn for sales tracking.

Try:

See all Templated + LockedOn integrations or talk to a human

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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.

Templated Explore Templated →

Triggers

Subscriber added

Fires when a new subscriber is added in Templated.

Campaign sent

Fires when a campaign is sent from Templated.

Subscriber unsubscribed

Fires when a subscriber unsubscribes in Templated.

Actions

Add subscriber

Adds or updates a subscriber in Templated.

Send campaign

Creates or sends a campaign from Templated.

Add to segment

Adds a subscriber to a segment in Templated.

LockedOn Explore LockedOn →

Triggers

New lead created

Fires when a new lead or contact is created in LockedOn.

Deal stage changed

Fires when a deal moves to a new stage in LockedOn.

Deal won

Fires when a deal is marked won in LockedOn.

Contact updated

Fires when a field on a contact changes in LockedOn.

Actions

Create or update contact

Creates or updates a contact in LockedOn.

Create deal

Creates a new deal in LockedOn.

Update deal stage

Moves a deal to a new stage in LockedOn.

Log activity

Logs a call, email, or note against a record in LockedOn.

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

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

See all Templated + LockedOn integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Log sent campaigns on CRM deal records” between Templated and LockedOn?

Yes — describe it in the box above and Knit's Integrations Agent researches Templated and LockedOn'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 Templated with LockedOn help sales representatives?

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

Can new sales prospects automatically enter marketing campaigns?

Yes, creating a new lead or deal in LockedOn can immediately add the contact as a subscriber in Templated.