1.Detect updated record
Integrate Zapier Tables and table syncing to detect record updates and kick off the follow-up workflow.
Add tag to prospects for seven-day proposal follow-up
Automatically monitor proposal-sent changes across Zapier Tables and ActiveCampaign. Get follow-up tagging when proposal-sent flips on, after a seven-day delay, or when the record stays qualified—so you can schedule outreach, keep tags aligned, and avoid manual tagging.
How this automation schedules your seven-day follow-ups
When Zapier Tables records update, follow-up timing can get out of sync and prospects miss timely outreach. This automation filters proposal-sent transitions, waits seven days, and adds an ActiveCampaign follow-up tag—so you can act on intent right away.
Zapier Tablesor swap with your favorite app
2.Checks proposal-sent change
Integrate Filter by Zapier and workflow conditions to continue only when proposal-sent changes from unchecked to checked.
Filter by Zapieror swap with your favorite app
3.Delays 7 days
Integrate Delay by Zapier and scheduling tools to wait seven days before tagging the contact.
Delay by Zapieror swap with your favorite app
4.Looks up contact fields
Integrate Zapier Tables and data lookup tables to find the record and retrieve current contact fields after the delay.
5.Rechecks eligibility after delay
Integrate Filter by Zapier and workflow conditions to confirm the proposal-sent flag still qualifies after waiting.
6.Adds follow-up tag
Integrate ActiveCampaign and CRM tagging to add the configured seven-day follow-up tag to the contact.
ActiveCampaignor swap with your favorite app
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Step 1
Connect your tools
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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