Mailchimp + Proposify
Add new Proposify clients to Mailchimp as subscribers instantly
Streamline your client engagement process with this efficient workflow. Each time a new client is added in Proposify, their information is simultaneously updated or added as a subscriber in Mailchimp. Designed to simplify your client management and marketing efforts, this workflow eliminates manual data entry and keeps your subscriber list continually up-to-date.
Streamline your client engagement process with this efficient workflow. Each time a new client is added in Proposify, their information is simultaneously updated or added as a subscriber in Mailchimp. Designed to simplify your client management and marketing efforts, this workflow eliminates manual data entry and keeps your subscriber list continually up-to-date.
- When this happens...Client Created
Triggers when a user creates a new client.
- automatically do this!Add/Update Subscriber
Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.
- Free forever for core features
- 14 day trial for premium features & apps
Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
