Create or update contacts in ActiveCampaign when new proposals are accepted in DripJobs
Improve your customer relationship management efficiency with this workflow. When a proposal is accepted in DripJobs, it prompts an immediate update or creation of a new contact in ActiveCampaign. This seamless integration boosts your productivity and ensures that your contacts are always up-to-date, allowing you to focus more on client relationships and less on administrative tasks.
Improve your customer relationship management efficiency with this workflow. When a proposal is accepted in DripJobs, it prompts an immediate update or creation of a new contact in ActiveCampaign. This seamless integration boosts your productivity and ensures that your contacts are always up-to-date, allowing you to focus more on client relationships and less on administrative tasks.
- When this happens...Proposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
- automatically do this!Create or Update Contact
Creates a new contact, or updates an existing contact.
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Booking Form Submitted
Triggers when a new Appointment request is submitted in dripjobs.
Try ItCustom Event Scheduled
Triggers when a custom event is scheduled in dripjobs.
Try ItNew Lead Created
Triggers when a new lead is created in dripjobs.
Try ItProject Stage Changed
Triggers when a project stage is changed in dripjobs
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Card Label Changed
Triggers when a card label is changed
Try ItDeal Stage Changed
Triggers when a deal or job card moves to a new stage.
Try ItOn-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
Try ItProposal Viewed
Triggers when a proposal is viewed by customer
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