Marketo + Proposify Legacy

Marketo + Proposify Legacy integrations

Create new Proposify Legacy clients from new Marketo leads

Effortlessly manage leads and streamline your sales process with this Marketo-Proposify Legacy automation. Whenever a new lead is created in Marketo, this workflow will automatically add them as a client in Proposify Legacy, saving you time and ensuring a seamless transition from lead to client. Focus on closing deals and let this integration handle the rest.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Create ClientCreates a new client.
ActionWrite

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More things you can do with Marketo and Proposify Legacy

Discover other triggers and actions you can use with Marketo and Proposify Legacy

- Form
Trigger
Polling
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New Program
Triggers when a new program is created.
Trigger
Polling
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- List
- Additional Fields
Trigger
Polling
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- External Company ID
  Required
Action
Write
- Folder
  Required
- Name
  Required
- Program Description
- Program type
  Required
- Channel
  Required
- Cost: Amount
- Cost: Start Date (YYYY-MM-DD)
- Cost: Note
- Tag: Type
- Tag: Value
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- E-Mail Address
  Required
- Additional fields to retrieve
Action
Search

- Company Name
  Required
- External Company ID
  Required
Action
Search or write
Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
Instant
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Proposal Created
Triggers when a proposal is created.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
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Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
Trigger
Instant
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- Led By
  Required
- Template
- Client Email Address
  Required
- Due Date
  Required
- Proposal Name
  Required
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write

- List
- Additional Fields
Trigger
Polling
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- Zap_id
- Program Context
  Required
- Campaign Context
  Required
- Program Context
  Required
- Program Member Context
  Required
Trigger
Instant
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- List
  Required
- Lead
  Required
Action
Write
- Partition
Action
Write
- Program
  Required
- Name
- Program Description
- Start Date
- End Date
- Cost: Amount
- Cost: Start Date (YYYY-MM-DD)
- Cost: Note
- Tag: Type
- Tag: Value
Action
Write
- Company Name
  Required
Action
Search
- Field to search
  Required
- Search value
  Required
- Additional fields to retrieve
Action
Search
- E-Mail Address
  Required
- Additional fields to retrieve
- Partition
Action
Search or write
Client Created
Triggers when a user creates a new client.
Trigger
Instant
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Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
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Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
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Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Company Name
- Title
- Office Number
- Mobile Number
- Address Line 1
- Address Line 2
- City
- Client Website Url
- Zip/Postal Code
- State
- Country
- Is Default Contact
Action
Write

About Marketo

Marketo's marketing automation software helps marketers engage customers and prospects.

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About Proposify Legacy

Proposify Legacy is a proposal management tool that allows you to create, track, and sign on brand proposals.

Learn moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management

Related Zap Templates

Create proposals in Proposify Legacy from new leads in Marketo

Related Zap Templates

Create proposals in Proposify Legacy from new leads in Marketo