Callexa Feedback + Proposify
Callexa Feedback + Proposify
Send surveys through Callexa Feedback when proposals at Proposify are won
Want to know more about your clients' opinion on your proposals and the overall process? Set up a survey using the well-tested Net Promoter Score at Callexa Feedback and gather valuable feedback from your proposals recipients by sending the survey a day after a proposal has been accepted.
- When this happens...Proposal WonTriggers when a proposal is accepted by a client.
- automatically do this!Add RecipientAdds a recipient to a survey.
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More things you can do with Proposify and Callexa Feedback
Discover other triggers and actions you can use with Proposify and Callexa Feedback
- Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItTriggerInstant - Proposal Created
Triggers when a proposal is created.
Try ItTriggerInstant - Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItTriggerInstant - Proposal Viewed
Triggers when a proposal is viewed by a client.
Try ItTriggerInstant
- Client Created
Triggers when a user creates a new client.
Try ItTriggerInstant - Proposal Lost
Triggers when a Proposal is declined by a client.
Try ItTriggerInstant - Proposal Signed
Triggers when a proposal is signed by a client.
Try ItTriggerInstant - Proposal Won
Triggers when a proposal is accepted by a client.
Try ItTriggerInstant
