Send email via Microsoft Outlook when proposals are marked as lost in Ignition
Stay on top of your sales process with this Ignition and Microsoft Outlook integration. As soon as a proposal is marked as lost within Ignition, an email is sent via Microsoft Outlook to inform the relevant parties. This workflow empowers your team to promptly regroup and strategize, thus turning potential setbacks into opportunities.
Stay on top of your sales process with this Ignition and Microsoft Outlook integration. As soon as a proposal is marked as lost within Ignition, an email is sent via Microsoft Outlook to inform the relevant parties. This workflow empowers your team to promptly regroup and strategize, thus turning potential setbacks into opportunities.
- When this happens...Proposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
- automatically do this!Send Email
Send an email from your Outlook account.
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Proposal Accepted
Triggers when a proposal is accepted.
Try ItProposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Try ItProposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
Try ItProposal Saved as Draft
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
Try It
Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Try ItProposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Try ItProposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
Try ItClassic Proposal State Changed
Triggers when a proposal's state changes. Only works with Classic proposals.
Try It