ActiveCampaign + Better Proposals

Create proposals in Better Proposals for updated contacts in ActiveCampaign

Effortlessly streamline your sales process with this ActiveCampaign to Better Proposals workflow. Whenever a contact is updated in ActiveCampaign, a proposal will be created in Better Proposals for that person. Keep your proposals up-to-date and save time by combining these powerful tools for a seamless lead-to-proposal transition.

Effortlessly streamline your sales process with this ActiveCampaign to Better Proposals workflow. Whenever a contact is updated in ActiveCampaign, a proposal will be created in Better Proposals for that person. Keep your proposals up-to-date and save time by combining these powerful tools for a seamless lead-to-proposal transition.

  1. When this happens...
    ActiveCampaignActiveCampaign
    Updated Contact

    Triggers when an existing contact details are updated.

    TriggerInstant
  2. automatically do this!
    Better ProposalsBetter Proposals
    Create a Proposal

    Creates a new proposal.

    ActionWrite
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Supported triggers and actions

What does this mean?
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.

Related categories

  • Marketing Automation

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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 more

Related categories

  • Proposal & Invoice Management