Create persons and push to campaigns in Reply from new proposals lost in Proposify
Reach out to your leads before they are lost! Once proposals are lost in Proposify, this integration creates or updates persons in Reply and pushes to campaigns, so you can find out what has happened.
Reach out to your leads before they are lost! Once proposals are lost in Proposify, this integration creates or updates persons in Reply and pushes to campaigns, so you can find out what has happened.
- When this happens...Proposal Lost
Triggers when a Proposal is declined by a client.
- automatically do this!Create\Update Person and Push to Campaign
Create/Update a person and push it to campaign.
- 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