EngageBay Marketing + Offorte Proposals
Create new contacts in Offorte Proposals for new companies in EngageBay Marketing
Streamline your contact management process with this workflow. Whenever a new company is added in EngageBay Marketing, it prompts Offorte Proposals to create a new contact. This automation not only saves time but also ensures that all your business proposals are geared towards the right audience at the right time. Stay organized and efficient with this seamless integration.
Streamline your contact management process with this workflow. Whenever a new company is added in EngageBay Marketing, it prompts Offorte Proposals to create a new contact. This automation not only saves time but also ensures that all your business proposals are geared towards the right audience at the right time. Stay organized and efficient with this seamless integration.
- When this happens...New Company
Triggers when a new company is created.
- automatically do this!Create Contact
Creates a new contact.
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Try ItNew Contact
Triggers when a new contact is added to your account upon confirmation (has completed any applicable double opt-ins).
Try ItNew Event
Triggers when a new event is added to your account upon confirmation.
Try ItNew Task
Triggers when a new task is added in the EngageBay.
Try It
