ActiveCampaign + Better Proposals

Update contacts in ActiveCampaign when proposals are sent in Better Proposals

Stay organized and efficient when you send out proposals with Better Proposals. With this workflow, as soon as you send a proposal, the associated contact information gets updated or created in ActiveCampaign. This takes away the hassle of manual updating and helps keep your contact list in ActiveCampaign up-to-date, allowing you to focus on crucial tasks. Increase your productivity with this seamless process between Better Proposals and ActiveCampaign.

Stay organized and efficient when you send out proposals with Better Proposals. With this workflow, as soon as you send a proposal, the associated contact information gets updated or created in ActiveCampaign. This takes away the hassle of manual updating and helps keep your contact list in ActiveCampaign up-to-date, allowing you to focus on crucial tasks. Increase your productivity with this seamless process between Better Proposals and ActiveCampaign.

  1. When this happens...
    Better ProposalsBetter Proposals
    Proposal Sent

    Triggers when a proposal is sent.

    TriggerScheduled
  2. automatically do this!
    ActiveCampaignActiveCampaign
    Create or Update Contact

    Creates a new contact, or updates an existing contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
activecampaign logo
activecampaign logo

About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.

Related categories

  • Marketing Automation

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better-proposals logo
better-proposals logo

About Better Proposals

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
Learn more

Related categories

  • Proposal & Invoice Management