Create persons and push to campaigns in Reply from new proposals in Proposify
Keep in touch with your leads during the proposal review! Once new proposals are created in Proposify, this integration creates or updates persons in Reply and pushes to campaigns.
Keep in touch with your leads during the proposal review! Once new proposals are created in Proposify, this integration creates or updates persons in Reply and pushes to campaigns.
- When this happens...Proposal Created
Triggers when a proposal is created.
- automatically do this!Create\Update Person and Push to Campaign
Create/Update a person and push it to campaign.
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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