Create or update Keap contacts when new Ignition proposals are accepted
Seamlessly connect your Ignition and Keap apps with this efficient workflow. Whenever a proposal is accepted in Ignition, it will create or update a contact in Keap, ensuring all your client information is up-to-date and centralized. Save time and enhance your customer relationship management by automating this process.
Seamlessly connect your Ignition and Keap apps with this efficient workflow. Whenever a proposal is accepted in Ignition, it will create or update a contact in Keap, ensuring all your client information is up-to-date and centralized. Save time and enhance your customer relationship management by automating this process.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact.
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Proposal Accepted
Triggers when a proposal is accepted.
Try ItProposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Try ItProposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
Try ItProposal Saved as Draft
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
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Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Try ItProposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Try ItProposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
Try ItClassic Proposal State Changed
Triggers when a proposal's state changes. Only works with Classic proposals
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