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  • ActiveCampaign logoActiveCampaign logo
  • Better Proposals logoBetter Proposals logo

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.

  1. When this happens...
    Better ProposalsBetter Proposals
    Proposal Opened

    Triggers when a proposal is opened.

    TriggerPolling
  2. automatically do this!
    ActiveCampaignActiveCampaign
    Create or Update Contact

    Creates a new contact, or updates an existing contact.

    ActionWrite
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Supported triggers and actions

    • CompanyRequired

    • 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

    Action
    Write
    • Custom ObjectRequired

    Trigger
    Instant
    Try It
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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

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About Better Proposals

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.