Bidsketch + Zoho Campaigns

Bidsketch + Zoho Campaigns integrations

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.

When this happens...
New ContactTriggers when a new contact is added to a mailing list.
TriggerInstant
automatically do this!
Create ClientCreates a new client
ActionWrite

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More things you can do with Zoho Campaigns and Bidsketch

Discover other triggers and actions you can use with Zoho Campaigns and Bidsketch

- Select Mailing List
  Required
Trigger
Instant
Try It
- Select Mailing List
  Required
Trigger
Instant
Try It
- Select a Campaign to Clone
  Required
- New Campaign Name
  Required
Action
Write
- Tag Name
  Required
- Contact Email
  Required
Action
Write
- Campaign
  Required
Action
Write

- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact Email Address
  Required
Action
Search

- Contact Email Address
  Required
- Select Mailing List
  Required
- Associate contacts with topics
- Lawful basis
Action
Search or write
- Status
Trigger
Instant
Try It
Proposal Sent to Client
Triggers each time a proposal is sent to a client
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Company Name
- Phone Number
- Alternate Phone Number
- Website
- Address Street
- Address Street 2
- Address City
- Address State
- Address Country
- Address Zip Code
- Notes
Action
Write
- Template
- Name
  Required
- Client Email
  Required
- Client's First Name
  Required
- Client's Last Name
  Required
- Description
- Client's Company Name
- Client's Phone Number
Action
Write

- Action
- Select Mailing List
  Required
Trigger
Instant
Try It
- Tag Name
  Required
- Contact Email
  Required
Action
Write
- Topic
- Campaign Name
  Required
- Subject
  Required
- Sender Address
  Required
- Select Mailing List
- Sender Name
Action
Write
- Select Mailing List
  Required
- Contact Email Address
  Required
- Associate contacts with topics
- Lawful basis
Action
Write
- Select Mailing List
  Required
- Contact Email Address
  Required
- Move to Do-Not-Mail
Action
Write
- Campaign Name
  Required
Action
Search
- Campaign Name
  Required
- Topic
- Subject
  Required
- Sender Address
  Required
- Select Mailing List
- Sender Name
Action
Search or write
New Client
Triggered when a client is created through the API or in the Bidsketch app
Trigger
Instant
Try It
New Proposal
Triggers when a proposal is saved for the first time.
Trigger
Instant
Try It
Proposal Viewed
Triggers each time a proposal is viewed by a client
Trigger
Instant
Try It
- Name
  Required
- Amount
  Required
- Fee Type
  Required
- Description
  Required
- Unit
- Quantity
- Category
Action
Write

About Bidsketch

Bidsketch helps you create professional proposals in minutes.

HelpHelp

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Proposal & Invoice Management

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About Zoho Campaigns

Zoho Campaigns lets you send email and social media campaigns to your subscribers.

Learn moreLearn moreHelpHelp

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Marketing Automation

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