Better Proposals + EngageBay Marketing
Add tags to contacts in EngageBay Marketing when new proposals are sent in Better Proposals
Coordinate your business processes seamlessly with this workflow. Whenever a proposal is sent through the Better Proposals app, it instantly tags the associated contact in EngageBay Marketing. This automatic process allows you to efficiently track your leads and proposals, keeping your marketing efforts targeted and effective.
Coordinate your business processes seamlessly with this workflow. Whenever a proposal is sent through the Better Proposals app, it instantly tags the associated contact in EngageBay Marketing. This automatic process allows you to efficiently track your leads and proposals, keeping your marketing efforts targeted and effective.
- When this happens...Proposal Sent
Triggers when a proposal is sent.
- automatically do this!Add Tag to Contact
Adds a new tag to a contact. A tag is a label for the identification of a contact.
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New Proposal
Triggers when a new proposal is created.
Try ItProposal Paid
Triggers when a proposal is paid.
Try ItProposal Signed
Triggers when a proposal is signed.
Try ItTagRequired
Try It
Proposal Opened
Triggers when a proposal is opened.
Try ItProposal Sent
Triggers when a proposal is sent.
Try ItCompanyRequired
Short Description
Brand
Cover
Template
Currency
Add Tax to the Proposal?
Tax Name (e.g. VAT, IVA, GST)
Tax Percentage
Recipient First Name
Recipient Last Name
Recipient Email Address
Eligible to Sign
New Company
Triggers when a new company is created.
Try It
