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Better Proposals + Mailchimp

Add recipients of newly-opened proposals from Better Proposals to Mailchimp as subscribers

It takes the average buyer multiple points of contact to buy, so it's important that you follow up with them quickly throughout the process. With this Zapier automation, a subscriber is automatically added (or updated) to your Mailchimp list when they open your Better Proposals proposal. You can then use Mailchimp to start a follow-up campaign and close the deal faster.

It takes the average buyer multiple points of contact to buy, so it's important that you follow up with them quickly throughout the process. With this Zapier automation, a subscriber is automatically added (or updated) to your Mailchimp list when they open your Better Proposals proposal. You can then use Mailchimp to start a follow-up campaign and close the deal faster.

  1. When this happens...
    Better ProposalsBetter Proposals
    Proposal Opened

    Triggers when a proposal is opened.

    TriggerScheduled
  2. automatically do this!
    MailchimpMailchimp
    Add/Update Subscriber

    Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Better Proposals triggers, actions, and search

    New Proposal

    Triggers when a new proposal is created.

    Trigger
    Scheduled
    Try It
    • Audience

    • Status

    Trigger
    Scheduled
    Try It
    • CompanyRequired

    • 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

    Action
    Write
    • Audience

    • Trigger on every open from a subscriber?

    Trigger
    Scheduled
    Try It
better-proposals logo
better-proposals logo

About Better Proposals

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
Learn more

Related categories

  • Proposal & Invoice Management
mailchimp logo

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