ActiveCampaign + Proposify

Create Active Campaign deals from new Proposify proposals

You're one step closer to closing your deal in Proposify. Now you want to integrate those created proposals into your Active Campaign account? No problem, we've got you covered. With this Zapier integration it's quick and easy to merge your deals in Active Campaign by automatically generating new Active Campaign deals from new Proposify proposals as they come up

You're one step closer to closing your deal in Proposify. Now you want to integrate those created proposals into your Active Campaign account? No problem, we've got you covered. With this Zapier integration it's quick and easy to merge your deals in Active Campaign by automatically generating new Active Campaign deals from new Proposify proposals as they come up

  1. When this happens...
    ProposifyProposify
    Proposal Created

    Triggers when a proposal is created.

    TriggerInstant
  2. automatically do this!
    ActiveCampaignActiveCampaign
    Create Deal (Deprecated)

    Creates a new deal.

    ActionWrite
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Supported triggers and actions

  • Proposify triggers, actions, and search

    Client Created

    Triggers when a user creates a new client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Lost

    Triggers when a Proposal is declined by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Signed

    Triggers when a proposal is signed by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Won

    Triggers when a proposal is accepted by a client.

    Trigger
    Instant
    Try It
activecampaign logo
activecampaign logo

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.
Learn more

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.
Learn more

Related categories

  • Proposal & Invoice Management