ActiveCampaign + Proposify
Update ActiveCampaign contacts when new Proposify proposals are sent
Ensure smooth communication with your leads and clients by instantly updating your ActiveCampaign contact list every time a proposal is sent in Proposify. This automation streamlines your workflow by keeping your contact information in ActiveCampaign up-to-date with the latest information gathered from Proposify, eliminating the need for manual data entry. Save time and focus more on shaping winning proposals while your contact list stays fresh and organized.
Ensure smooth communication with your leads and clients by instantly updating your ActiveCampaign contact list every time a proposal is sent in Proposify. This automation streamlines your workflow by keeping your contact information in ActiveCampaign up-to-date with the latest information gathered from Proposify, eliminating the need for manual data entry. Save time and focus more on shaping winning proposals while your contact list stays fresh and organized.
- When this happens...Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
- automatically do this!Create or Update Contact
Creates a new contact, or updates an existing contact.
- Free forever for core features
- 14 day trial for premium features & apps
Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
