Better Proposals + Mailchimp

Add recipients of newly-opened proposals from Better Proposals to Mailchimp as subscribers

It takes the average buyer multiple points of contact to buy, so it's important that you follow up with them quickly throughout the process. With this Zapier automation, a subscriber is automatically added (or updated) to your Mailchimp list when they open your Better Proposals proposal. You can then use Mailchimp to start a follow-up campaign and close the deal faster.

It takes the average buyer multiple points of contact to buy, so it's important that you follow up with them quickly throughout the process. With this Zapier automation, a subscriber is automatically added (or updated) to your Mailchimp list when they open your Better Proposals proposal. You can then use Mailchimp to start a follow-up campaign and close the deal faster.

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

    Triggers when a proposal is opened.

    TriggerScheduled
  2. automatically do this!
    MailchimpMailchimp
    Add/Update Subscriber

    Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Better Proposals triggers, actions, and search

    Proposal Opened

    Triggers when a proposal is opened.

    Trigger
    Scheduled
    Try It
  • Better Proposals triggers, actions, and search

    Proposal Sent

    Triggers when a proposal is sent.

    Trigger
    Scheduled
    Try It
    • CompanyRequired

    • Short Description

    • Brand

    • Cover

    • Template

    • Currency

    • Add Tax to the Proposal?

    • Tax Name (e.g. VAT, IVA, GST)

    • Tax Percentage

    • Recipient First Name

    • Recipient Last Name

    • Recipient Email Address

    • Eligible to Sign

    Action
    Write
    • Audience

    • Trigger each time a subscriber opens an email

    Trigger
    Scheduled
    Try It
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 moreHelp

Related categories

  • Proposal & Invoice Management
mailchimp logo
mailchimp logo

About Mailchimp

Share your ideas with Mailchimp email newsletters—then use its landing page and form builders to grow your lists and take marketing further with drip and transactional emails.
Learn moreHelp

Related categories

  • Email Newsletters

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