ActiveCampaign + Better Proposals
Update contacts in ActiveCampaign when proposals are sent in Better Proposals
Stay organized and efficient when you send out proposals with Better Proposals. With this workflow, as soon as you send a proposal, the associated contact information gets updated or created in ActiveCampaign. This takes away the hassle of manual updating and helps keep your contact list in ActiveCampaign up-to-date, allowing you to focus on crucial tasks. Increase your productivity with this seamless process between Better Proposals and ActiveCampaign.
Stay organized and efficient when you send out proposals with Better Proposals. With this workflow, as soon as you send a proposal, the associated contact information gets updated or created in ActiveCampaign. This takes away the hassle of manual updating and helps keep your contact list in ActiveCampaign up-to-date, allowing you to focus on crucial tasks. Increase your productivity with this seamless process between Better Proposals and ActiveCampaign.
- When this happens...Proposal Sent
Triggers when a proposal is sent.
- automatically do this!Create or Update Contact
Creates a new contact, or updates an existing contact.
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New Proposal
Triggers when a new proposal is created.
Try ItProposal Paid
Triggers when a proposal is paid.
Try ItProposal Signed
Triggers when a proposal is signed.
Try ItCustom ObjectRequired
Trigger EventsRequired
Try It
Proposal Opened
Triggers when a proposal is opened.
Try ItProposal Sent
Triggers when a proposal is sent.
Try ItCompanyRequired
Short Description
Brand
Cover
Template
Currency
Add Tax to the Proposal?
Tax Name (e.g. VAT, IVA, GST)
Tax Percentage
Recipient First Name
Recipient Last Name
Recipient Email Address
Eligible to Sign
Custom ObjectRequired
Try It
