Fresh Proposals + Zoho Campaigns
Update Zoho Campaigns contacts with new signed proposals in Fresh Proposals
Make sure your client details stay up to date with this integration, without the hassle of manual data entry. Once it's active, you'll automatically update your existing Zoho Campaigns subscriber, or create a new subscriber, whenever a new client accepts your proposal in Fresh Proposals.
Make sure your client details stay up to date with this integration, without the hassle of manual data entry. Once it's active, you'll automatically update your existing Zoho Campaigns subscriber, or create a new subscriber, whenever a new client accepts your proposal in Fresh Proposals.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted by client .
- automatically do this!Add/Update Contact
Adds a new contact or updates an existing contact in Zoho Campaigns. Contact will not get any confirmation email to join a mailing list.
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Client Created
Triggers when a new Company is added in Fresh Proposals .
Try ItProposal Created
Triggers when a new Proposal is created .
Try ItProposal Rejected
Triggers when a proposal rejected by client .
Try ItCompanyNameRequired
Company Web Site Url
Company AddressLine1
Company AddressLine2
Company City
Company State
Company Country
Company Zip address
OfficeMobileNo
Contact First NameRequired
Contact Last NameRequired
Contact Email AddressRequired
Contact Mobile Number
Company Contact Added
trigger when new contact added/updated in freshproposals
Try ItProposal Accepted
Triggers when a proposal is accepted by client .
Try ItProposal Sent
Triggers when a proposal is sent by a team member .
Try ItTemplate IdRequired
Proposal NameRequired
DueDateRequired
Client NameRequired
Contact EmailRequired
