Marketo + Offri

Create proposals in Offri for new leads captured in Marketo

Streamline your sales process by connecting Marketo and Offri with this efficient workflow. Whenever a new lead is added in Marketo, a proposal will be created in Offri, ensuring that your team can quickly take action on potential opportunities. Boost your productivity and stay organized with this time-saving automation.

Streamline your sales process by connecting Marketo and Offri with this efficient workflow. Whenever a new lead is added in Marketo, a proposal will be created in Offri, ensuring that your team can quickly take action on potential opportunities. Boost your productivity and stay organized with this time-saving automation.

  1. When this happens...
    MarketoMarketo
    New Lead

    Triggers when a new lead is created.

    TriggerPolling
  2. automatically do this!
    OffriOffri
    Create Proposal

    Creates a proposal, optionally from a template.

    ActionWrite
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Supported triggers and actions

    • Zap Id

    • Program ContextRequired

    • Campaign ContextRequired

    • Program ContextRequired

    • Program Member ContextRequired

    Trigger
    Instant
    Try It
    • ListRequired

    • LeadRequired

    Action
    Write
    • Partition

    Action
    Write
marketo logo
marketo logo

About Marketo

Marketo's marketing automation software helps marketers engage customers and prospects.
Learn more

Related categories

  • Marketing Automation

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offri logo
offri logo

About Offri

Offri enables you to create great looking proposals quickly.

Related categories

  • Proposal & Invoice Management