ActiveCampaign + Better Proposals
Track and update contacts in ActiveCampaign when new proposals are opened in Better Proposals
Reinforce your sales operations with this effective link between Better Proposals and ActiveCampaign. As soon as a proposal is opened within Better Proposals, it instantly kicks off a process to create or update a contact in ActiveCampaign. This workflow ensures your CRM remains up-to-date for better pipeline management and reduces the risk of data loss during heavy workloads.
Reinforce your sales operations with this effective link between Better Proposals and ActiveCampaign. As soon as a proposal is opened within Better Proposals, it instantly kicks off a process to create or update a contact in ActiveCampaign. This workflow ensures your CRM remains up-to-date for better pipeline management and reduces the risk of data loss during heavy workloads.
- When this happens...Proposal Opened
Triggers when a proposal is opened.
- automatically do this!Create or Update Contact
Creates a new contact, or updates an existing contact.
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- 14 day trial for premium features & apps
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
