ActiveCampaign + DripJobs
Create or update contacts in ActiveCampaign when new proposals are accepted in DripJobs
Improve your customer relationship management efficiency with this workflow. When a proposal is accepted in DripJobs, it prompts an immediate update or creation of a new contact in ActiveCampaign. This seamless integration boosts your productivity and ensures that your contacts are always up-to-date, allowing you to focus more on client relationships and less on administrative tasks.
Improve your customer relationship management efficiency with this workflow. When a proposal is accepted in DripJobs, it prompts an immediate update or creation of a new contact in ActiveCampaign. This seamless integration boosts your productivity and ensures that your contacts are always up-to-date, allowing you to focus more on client relationships and less on administrative tasks.
- When this happens...Proposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
- automatically do this!Create or Update Contact
Creates a new contact, or updates an existing contact.
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On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
Try ItProject Completed
Triggers when a project is marked completed in dripjobs.
Try ItLead SourceRequired
First NameRequired
Last NameRequired
EmailRequired
Phone
Job Address
Job City
Job State
Job Zip
Notes
Drip Sequence
Custom ObjectRequired
Try It
Proposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
Try ItLead SourceRequired
First NameRequired
Last NameRequired
EmailRequired
PhoneRequired
Job Address
Job City
Job State
Job Zip
Start TimeRequired
End TimeRequired
Appointment Details
Assign To
Send Email Reminders
Send Sms Reminders
Custom ObjectRequired
Trigger EventsRequired
Try ItTask Type (Optional)
Try It
