Create proposals in Better Proposals for new contacts in Zoho Campaigns
Automate your proposal creation process with this Zoho Campaigns and Better Proposals integration. With this workflow, each time a new contact is added in Zoho Campaigns, a proposal will be created in Better Proposals, saving you time and effort. Streamline your sales process and focus on delivering value to your customers.
Automate your proposal creation process with this Zoho Campaigns and Better Proposals integration. With this workflow, each time a new contact is added in Zoho Campaigns, a proposal will be created in Better Proposals, saving you time and effort. Streamline your sales process and focus on delivering value to your customers.
- When this happens...New Contact
Triggers when a new contact is added to a mailing list.
- automatically do this!Create a Proposal
Creates a new proposal.
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Select Mailing ListRequired
Try ItSelect Mailing ListRequired
Try ItTopic
Campaign NameRequired
SubjectRequired
Sender AddressRequired
Select Mailing List
Sender Name
CampaignRequired
Action
Select Mailing ListRequired
Try ItSelect a Campaign to CloneRequired
New Campaign NameRequired
Select Mailing ListRequired
Contact Email AddressRequired
Associate contacts with topics
Lawful basis
Select Mailing ListRequired
Contact Email AddressRequired
Move to Do-Not-Mail