1.Detect proposal sent
Integrate Better Proposals and proposal intake tools to capture proposal recipient data for nurture.
Add contacts from sent proposals to nurture list
Automatically capture proposal recipient contacts across Better Proposals and Zapier webhooks. Route for legacy or modern audiences when proposal sent, sent date crosses cutoff, or contact email matches—so you can start nurture sequences, create contacts, and update lead context without manual list updates.
How this automation nurtures proposal recipients automatically
When proposals get sent but contacts do not enter nurture, outreach and onboarding stall. This automation extracts deal references and routes proposal payloads to the right endpoints—so your team can launch nurture without manual list updates.
Better Proposalsor swap with your favorite app
2.Extract deal reference value
Integrate Code by Zapier and parsing tools to extract a deal reference from the proposal payload.
Code by Zapieror swap with your favorite app
3.Route based on proposal date
Integrate Filter by Zapier and date logic to evaluate the proposal sent date and choose the legacy path.
Filter by Zapieror swap with your favorite app
4.Post legacy payload to endpoint
Integrate Webhooks by Zapier and legacy endpoint forms to post contact fields and proposal URL.
Webhooks by Zapieror swap with your favorite app
5.Post modern payload to endpoint
Integrate Webhooks by Zapier and modern endpoint forms to post contact fields and deal reference for nurture.
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Step 1
Connect your tools
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Step 2
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Step 3
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