Microsoft Outlook + Proposify
Create draft emails in Microsoft Outlook when new Proposify proposals are won
Celebrate your wins and maintain seamless communication with this efficient workflow. When a proposal is marked as won in Proposify, this process instantly sets up a draft email in Microsoft Outlook, enabling you to effortlessly inform your team or clients about the successful deal. Enhance your sales process and save time with this convenient solution.
Celebrate your wins and maintain seamless communication with this efficient workflow. When a proposal is marked as won in Proposify, this process instantly sets up a draft email in Microsoft Outlook, enabling you to effortlessly inform your team or clients about the successful deal. Enhance your sales process and save time with this convenient solution.
- When this happens...Proposal Won
Triggers when a proposal is accepted by a client.
- automatically do this!Create Draft Email
Creates a draft of an email that can then be reviewed and sent out.
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Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
