ActiveCampaign + Proposify
Create or update ActiveCampaign contacts when new Proposify clients are added
Effortlessly manage your contacts by connecting Proposify and ActiveCampaign with this convenient workflow. When a new client is created in Proposify, their information will be used to create or update a contact in ActiveCampaign. This helps you save time, ensures consistency across your apps, and keeps your contact list always up-to-date.
Effortlessly manage your contacts by connecting Proposify and ActiveCampaign with this convenient workflow. When a new client is created in Proposify, their information will be used to create or update a contact in ActiveCampaign. This helps you save time, ensures consistency across your apps, and keeps your contact list always up-to-date.
- When this happens...Client Created
Triggers when a user creates a new 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
