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.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerPolling
automatically do this!
Create Proposal
Creates a proposal, optionally from a template.
ActionWrite

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Supported triggers and actions

- Form
Trigger
Polling
Try It
New Program
Triggers when a new program is created.
Trigger
Polling
Try It
- List
- Additional Fields
Trigger
Polling
Try It
- External Company IDRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

- E-Mail AddressRequired
- Additional fields to retrieve
Action
Search
- Company NameRequired
- External Company IDRequired
Action
Search or write

- WorkspacesRequired
Trigger
Instant
Try It
- WorkspacesRequired
Trigger
Instant
Try It
- WorkspacesRequired
Trigger
Instant
Try It
- WorkspacesRequired
- Proposal StatusRequired
Trigger
Instant
Try It
- WorkspaceRequired
- Is private
- NameRequired
- Email
- Phone Number
- Street + nr
- Postal Code
- City
- Client Number
- Country
- Language
- CoC Number
- VAT Number
Action
Write
- WorkspaceRequired
- TitleRequired
- Expire on
- Language
- Contact
- Custom metadata
Action
Write
- WorkspaceRequired
- ContactRequired
- MatchesRequired
- Name
- Email address
- Create Contact Person if no Contact Person is found
- NameRequired
- Email
Action
Write
- WorkspaceRequired
- ContactRequired
- Contact Person to updateRequired
Action
Write
- WorkspaceRequired
- ContactRequired
- Contact Person to updateRequired
- NameRequired
- Email
Action
Write
- WorkspaceRequired
- ClientRequired
- MatchesRequired
- Name
- Email address
Action
Search
- WorkspaceRequired
- ContactRequired
- MatchesRequired
- NameRequired
- Email
Action
Search or write

- List
- Additional Fields
Trigger
Polling
Try It
- Zap Id
- Program ContextRequired
- Campaign ContextRequired
- Program ContextRequired
- Program Member ContextRequired
Trigger
Instant
Try It
- ListRequired
- LeadRequired
Action
Write
- Partition
Action
Write
- Company NameRequired
Action
Search
- Field to searchRequired
- Search valueRequired
- Additional fields to retrieve
Action
Search
- E-Mail AddressRequired
- Additional fields to retrieve
- Partition
Action
Search or write
- WorkspacesRequired
Trigger
Instant
Try It
- WorkspacesRequired
Trigger
Instant
Try It
- WorkspacesRequired
Trigger
Instant
Try It
- WorkspacesRequired
Trigger
Instant
Try It
- WorkspaceRequired
- ContactRequired
- NameRequired
- Email
Action
Write
- WorkspaceRequired
- MatchesRequired
- Name
- Email address
- Client Number
- Create contact if no contact is found
- Is private
- Name
- Email
- Phone Number
- Street + nr
- Postal Code
- City
- Client Number
- Country
- Language
- CoC Number
- VAT Number
Action
Write
- WorkspaceRequired
- Contact to removeRequired
Action
Write
- WorkspaceRequired
- Contact to updateRequired
- Is private
- Name
- Email
- Phone Number
- Street + nr
- Postal Code
- City
- Client Number
- Country
- Language
- CoC Number
- VAT Number
Action
Write
- WorkspaceRequired
- Find byRequired
Action
Search
- WorkspaceRequired
- Find byRequired
- WorkspaceRequired
- Is private
- NameRequired
- Email
- Phone Number
- Street + nr
- Postal Code
- City
- Client Number
- Country
- Language
- CoC Number
- VAT Number
Action
Search or write

About Marketo

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

Learn more

Related categories

Marketing Automation

Similar apps

About Offri

Offri enables you to create great looking proposals quickly.

Related categories

Proposal & Invoice Management

Related Zap Templates

Add new Marketo leads to Offri as contacts

Related Zap Templates

Add new Marketo leads to Offri as contacts

Marketo + Offri

Create proposals in Offri for new leads captured in Marketo

New Form Submission

New Program

Updated Lead

Create or Update Company

API Request (Beta)

Find Lead

Find or Create Company

Contact Removed

Contact Person Removed

Proposal Opened for the First Time

Proposal Status Changed

Create Contact

Create Proposal

Find and Create/Update Contact Person

Remove Contact Person

Update Contact Person

Find Contact Person

Find or Create Contact Person

New Lead

New Self-Service Flow Action (SSFS)

Add Lead to List

Create or Update Lead

Find Company

Find Lead by Field

Find or Create Lead

Contact Updated

Contact Person Updated

Proposal Removed/Hidden

Proposal Updated

Create Contact Person

Find and Create/Update Contact

Remove Contact

Update Contact

Find Contact

Find or Create Contact

About Marketo

Related categories

Similar apps

HubSpot

Pardot

Intercom

About Offri

Related categories

Related Zap Templates

Related Zap Templates