ActiveCampaign + QuoteCloud
Create QuoteCloud documents for new contacts added to ActiveCampaign lists
Streamline your sales process with this workflow that connects ActiveCampaign and QuoteCloud. When you add a new contact to your ActiveCampaign list, a document will be automatically created in QuoteCloud. Save time and stay organized by ensuring all essential sales documents are in the right place for each client.
Streamline your sales process with this workflow that connects ActiveCampaign and QuoteCloud. When you add a new contact to your ActiveCampaign list, a document will be automatically created in QuoteCloud. Save time and stay organized by ensuring all essential sales documents are in the right place for each client.
- When this happens...New Contact Added to List
Triggers when a new contact is added to a list.
- automatically do this!Create Document
Creates a document with user details and proposal template and pricing information all potentially supplied.
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Custom ObjectRequired
Trigger EventsRequired
Try ItTask Type (Optional)
Try ItNew Automation Webhook
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
Try ItListRequired
Try It
