ActiveCampaign + GoProposal
Create or update ActiveCampaign contacts from new GoProposal proposals
Streamline your client engagement process with this workflow. When a new proposal is generated in GoProposal, it triggers an update or creation of a client contact within ActiveCampaign. This seamless integration between GoProposal and ActiveCampaign makes sure your client relationships are always up-to-date, saving you time and enhancing efficiency in your sales process.
Streamline your client engagement process with this workflow. When a new proposal is generated in GoProposal, it triggers an update or creation of a client contact within ActiveCampaign. This seamless integration between GoProposal and ActiveCampaign makes sure your client relationships are always up-to-date, saving you time and enhancing efficiency in your sales process.
- When this happens...Proposal Created
Triggers when a new live proposal is created.
- automatically do this!Create or Update Contact
Creates a new contact, or updates an existing contact.
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Draft Proposal Created
Triggers when a new draft proposal is created.
Try ItProposal Won
Triggers when a proposal is won.
Try ItCustom ObjectRequired
Try ItNew or Updated Account
Triggers when a new account is added or an existing account's details are updated.
Try It
Proposal Created
Triggers when a new live proposal is created.
Try ItCustom ObjectRequired
Trigger EventsRequired
Try ItTask Type (Optional)
Try ItNew Automation Webhook
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
Try It
