Better Proposals + EngageBay Marketing
Add tags to contacts in EngageBay Marketing when new proposals are signed in Better Proposals
Streamline your marketing efficiency with this seamless workflow. When a proposal is signed in Better Proposals, it instantly adds a tag to the associated contact in EngageBay Marketing. This process ensures you can easily track your engaged clients, streamline your follow-ups and enhance your client relationship management.
Streamline your marketing efficiency with this seamless workflow. When a proposal is signed in Better Proposals, it instantly adds a tag to the associated contact in EngageBay Marketing. This process ensures you can easily track your engaged clients, streamline your follow-ups and enhance your client relationship management.
- When this happens...Proposal Signed
Triggers when a proposal is signed.
- 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
