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Bidsketch + Zoho Campaigns

Create Bidsketch clients from new Zoho Campaigns contacts

Easily streamline your client management process with this efficient workflow between Zoho Campaigns and Bidsketch. When you add a new contact in Zoho Campaigns, it will automatically create a client in Bidsketch, helping you keep track of potential clients and improve your proposal process. Save time and maintain up-to-date records by automating this important handoff between your marketing and proposal systems.

Easily streamline your client management process with this efficient workflow between Zoho Campaigns and Bidsketch. When you add a new contact in Zoho Campaigns, it will automatically create a client in Bidsketch, helping you keep track of potential clients and improve your proposal process. Save time and maintain up-to-date records by automating this important handoff between your marketing and proposal systems.

  1. When this happens...
    Zoho CampaignsZoho Campaigns
    New Contact

    Triggers when a new contact is added to a mailing list.

    TriggerInstant
  2. automatically do this!
    BidsketchBidsketch
    Create Client

    Creates a new client

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Topic

    • Campaign NameRequired

    • SubjectRequired

    • Sender AddressRequired

    • Select Mailing List

    • Sender Name

    Action
    Write
    • CampaignRequired

    Action
    Write
    • Action

    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Select a Campaign to CloneRequired

    • New Campaign NameRequired

    Action
    Write
    • Select Mailing ListRequired

    • Contact Email AddressRequired

    • Associate contacts with topics

    • Lawful basis

    Action
    Write
    • Select Mailing ListRequired

    • Contact Email AddressRequired

    • Move to Do-Not-Mail

    Action
    Write
bidsketch logo
bidsketch logo

About Bidsketch

Bidsketch helps you create professional proposals in minutes.
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Related categories

  • Proposal & Invoice Management

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