Notify team via email when client is ready for proposal, update client status in ActiveCampaign

Notify your team via Gmail when a client is ready to proceed to the proposal stage, while updating their status in ActiveCampaign and Google Sheets for clearer tracking and faster response times.

Notify team via email when client is ready for proposal, update client status in ActiveCampaign

Workflow preview:

Zap details:

Overview

Notify your team via Gmail when a client is ready to proceed to the proposal stage, while updating their status in ActiveCampaign and Google Sheets for clearer tracking and faster response times.

Notify team via email when client is ready for proposal, update client status in ActiveCampaign