ActiveCampaign + Proposify
Create or update ActiveCampaign contacts when new Proposify clients are created
Easily manage your new clients in Proposify by automatically updating their information in ActiveCampaign. With this automation, every time a new client is created in Proposify, their contact information will be added or updated in ActiveCampaign. Save time and stay organized by streamlining your client onboarding process with this seamless workflow.
Easily manage your new clients in Proposify by automatically updating their information in ActiveCampaign. With this automation, every time a new client is created in Proposify, their contact information will be added or updated in ActiveCampaign. Save time and stay organized by streamlining your client onboarding process with this seamless workflow.
- 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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- 14 day trial for premium features & apps
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
