ActiveCampaign + Proposify

Create clients in Proposify from new contacts added to list in ActiveCampaign

Streamline your lead management process with this seamless workflow between ActiveCampaign and Proposify. Whenever a new contact is added to your ActiveCampaign list, the workflow will efficiently create a new client in your Proposify account. This process ensures smooth communication with each potential lead and increases your chances of closing the deal efficiently. It's all about enhancing your sales strategy without any extra effort.

Streamline your lead management process with this seamless workflow between ActiveCampaign and Proposify. Whenever a new contact is added to your ActiveCampaign list, the workflow will efficiently create a new client in your Proposify account. This process ensures smooth communication with each potential lead and increases your chances of closing the deal efficiently. It's all about enhancing your sales strategy without any extra effort.

  1. When this happens...
    ActiveCampaignActiveCampaign
    New Contact Added to List

    Triggers when a new contact is added to a list.

    TriggerInstant
  2. automatically do this!
    ProposifyProposify
    Create Client

    Creates a new client.

    ActionWrite
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Supported triggers and actions

What does this mean?
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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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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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  • Proposal & Invoice Management