ActiveCampaign + Proposify
Create or update ActiveCampaign contacts when new Proposify proposals are signed
Effortlessly keep your contacts up to date in ActiveCampaign when a proposal is signed in Proposify. This workflow initiates when a proposal is signed in Proposify and ensures the contact information is seamlessly created or updated in ActiveCampaign. Maintain accurate records and improve your marketing communication by letting this automation handle your contact management tasks.
Effortlessly keep your contacts up to date in ActiveCampaign when a proposal is signed in Proposify. This workflow initiates when a proposal is signed in Proposify and ensures the contact information is seamlessly created or updated in ActiveCampaign. Maintain accurate records and improve your marketing communication by letting this automation handle your contact management tasks.
- When this happens...Proposal Signed
Triggers when a proposal is signed by a client.
- automatically do this!Create or Update Contact
Creates a new contact, or updates an existing contact.
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Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
