GoProposal + Zoho Campaigns

GoProposal + Zoho Campaigns integrations

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 this happens...
Proposal CreatedTriggers when a new live proposal is created.
TriggerInstant
automatically do this!
Add/Update ContactAdds 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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More things you can do with GoProposal and Zoho Campaigns

Discover other triggers and actions you can use with GoProposal and Zoho Campaigns

Draft Proposal Created
Triggers when a new draft proposal is created.
Trigger
Instant
Try It
Proposal Won
Triggers when a proposal is won.
Trigger
Instant
Try It
- Action
- Select Mailing List
  Required
Trigger
Instant
Try It
- Tag Name
  Required
- Contact Email
  Required
Action
Write
- Topic
- Campaign Name
  Required
- Subject
  Required
- Sender Address
  Required
- Select Mailing List
- Sender Name
Action
Write

- Select Mailing List
  Required
- Contact Email Address
  Required
- Associate contacts with topics
- Lawful basis
Action
Write
- Select Mailing List
  Required
- Contact Email Address
  Required
- Move to Do-Not-Mail
Action
Write

- Campaign Name
  Required
Action
Search
- Campaign Name
  Required
- Topic
- Subject
  Required
- Sender Address
  Required
- Select Mailing List
- Sender Name
Action
Search or write

Proposal Created
Triggers when a new live proposal is created.
Trigger
Instant
Try It
- Select Mailing List
  Required
Trigger
Instant
Try It
- Select Mailing List
  Required
Trigger
Instant
Try It
- Select a Campaign to Clone
  Required
- New Campaign Name
  Required
Action
Write
- Tag Name
  Required
- Contact Email
  Required
Action
Write
- Campaign
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact Email Address
  Required
Action
Search
- Contact Email Address
  Required
- Select Mailing List
  Required
- Associate contacts with topics
- Lawful basis
Action
Search or write

About GoProposal

GoProposal enables accountants to price consistently & eliminate scope creep.

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Related categories

Proposal & Invoice Management

About Zoho Campaigns

Zoho Campaigns lets you send email and social media campaigns to your subscribers.

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Related categories

Marketing Automation

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