Proposify + VBOUT
Add new Proposify proposals to VBOUT contact list instantly
When a new proposal is created in Proposify, add that contact directly to your list in VBOUT. With this workflow, streamline your processes by ensuring that all contacts involved in new proposals are promptly added to your marketing list for further engagement. This automation helps you stay well-organized and efficient while providing value in maintaining up-to-date customer lists.
When a new proposal is created in Proposify, add that contact directly to your list in VBOUT. With this workflow, streamline your processes by ensuring that all contacts involved in new proposals are promptly added to your marketing list for further engagement. This automation helps you stay well-organized and efficient while providing value in maintaining up-to-date customer lists.
- When this happens...Proposal Created
Triggers when a proposal is created.
- automatically do this!Add Contact to List
Adds a contact to a specific email list.
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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
