Offri + Zoho Campaigns
Create proposals in Offri for new contacts in Zoho Campaigns
Effortlessly manage your client proposals with this efficient workflow. When a new contact is added in Zoho Campaigns, a proposal is automatically created in the Offri app. Stay organized and save valuable time by streamlining your proposal process and instantly generating proposals for new potential clients.
Effortlessly manage your client proposals with this efficient workflow. When a new contact is added in Zoho Campaigns, a proposal is automatically created in the Offri app. Stay organized and save valuable time by streamlining your proposal process and instantly generating proposals for new potential clients.
- When this happens...New Contact
Triggers when a new contact is added to a mailing list.
- automatically do this!Create Proposal
Creates a proposal, optionally from a template.
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- 14 day trial for premium features & apps
Select Mailing ListRequired
Try ItSelect Mailing ListRequired
Try ItSelect a Campaign to CloneRequired
New Campaign NameRequired
Tag NameRequired
Contact EmailRequired
Action
Select Mailing ListRequired
Try ItTag NameRequired
Contact EmailRequired
Topic
Campaign NameRequired
SubjectRequired
Sender AddressRequired
Select Mailing List
Sender Name
Select Mailing ListRequired
Contact Email AddressRequired
Associate contacts with topics
Lawful basis
