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GoProposal + Zoho Campaigns

Create and update Zoho Campaigns contacts from new GoProposal proposals

When a new proposal is created in GoProposal, this workflow ensures that the associated contact details are promptly updated or added in Zoho Campaigns. It offers a reliable way to keep your contact list in Zoho Campaigns current, saving you the time and effort needed for manual updates. This is perfect for businesses looking to streamline their contact management after generating new proposals.

When a new proposal is created in GoProposal, this workflow ensures that the associated contact details are promptly updated or added in Zoho Campaigns. It offers a reliable way to keep your contact list in Zoho Campaigns current, saving you the time and effort needed for manual updates. This is perfect for businesses looking to streamline their contact management after generating new proposals.

  1. When this happens...
    GoProposalGoProposal
    Proposal Created

    Triggers when a new live proposal is created.

    TriggerInstant
  2. automatically do this!
    Zoho CampaignsZoho Campaigns
    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.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • GoProposal triggers, actions, and search

    Draft Proposal Created

    Triggers when a new draft proposal is created.

    Trigger
    Instant
    Try It
    • Action

    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Select a Campaign to CloneRequired

    • New Campaign NameRequired

    Action
    Write
  • GoProposal triggers, actions, and search

    Proposal Created

    Triggers when a new live proposal is created.

    Trigger
    Instant
    Try It
    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Topic

    • Campaign NameRequired

    • SubjectRequired

    • Sender AddressRequired

    • Select Mailing List

    • Sender Name

    Action
    Write
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goproposal logo

About GoProposal

GoProposal enables accountants to price consistently & eliminate scope creep.
Learn more

Related categories

  • Proposal & Invoice Management
zoho-campaigns logo

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