Create or update Keap contacts from new GoProposal draft proposals
Streamline your client management system with this workflow. As soon as a draft proposal is written in GoProposal, a corresponding contact will be updated or created in Keap. This smooth automation ensures you stay organized and saves you the manual work of updating customer records, giving you more time to focus on crafting powerful proposals and building strong business relationships.
Streamline your client management system with this workflow. As soon as a draft proposal is written in GoProposal, a corresponding contact will be updated or created in Keap. This smooth automation ensures you stay organized and saves you the manual work of updating customer records, giving you more time to focus on crafting powerful proposals and building strong business relationships.
- When this happens...Draft Proposal Created
Triggers when a new draft proposal is created.
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact.
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