Constant Contact + Proposify
Create new Constant Contact contacts from newly created Proposify clients
Streamline your workflow between Proposify and Constant Contact with this smart automation. When a new client is created in Proposify, a corresponding contact will be created in Constant Contact. No more manual data entry or missing contacts, this integration ensures your contact list stays up-to-date and accurate.
Streamline your workflow between Proposify and Constant Contact with this smart automation. When a new client is created in Proposify, a corresponding contact will be created in Constant Contact. No more manual data entry or missing contacts, this integration ensures your contact list stays up-to-date and accurate.
- When this happens...Client Created
Triggers when a user creates a new client.
- automatically do this!Create Contact
Triggers when a new contact is added to your account.
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Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
