ActiveCampaign + Proposify

Create Proposify clients from new or updated ActiveCampaign contacts

Stay organized and streamline your sales process by seamlessly connecting ActiveCampaign and Proposify. With this workflow, whenever a new or updated contact is added in ActiveCampaign, a client will be created in Proposify. Easily keep your client list up-to-date, save time on manual data entry, and optimize your sales process with this efficient automation.

Stay organized and streamline your sales process by seamlessly connecting ActiveCampaign and Proposify. With this workflow, whenever a new or updated contact is added in ActiveCampaign, a client will be created in Proposify. Easily keep your client list up-to-date, save time on manual data entry, and optimize your sales process with this efficient automation.

  1. When this happens...
    ActiveCampaignActiveCampaign
    New or Updated Contact

    Triggers when a new contact is added or existing contact's details are updated.

    TriggerInstant
  2. automatically do this!
    ProposifyProposify
    Create Client

    Creates a new client.

    ActionWrite
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Supported triggers and actions

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.
Learn more

Related categories

  • Marketing Automation

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proposify logo

About Proposify

Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.
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Related categories

  • Proposal & Invoice Management