Update Zoho Analytics when a client views a proposal in Proposify
Update Zoho Analytics when a client views a proposal in Proposify
Track proposal views in Proposify, update date and time with Formatter by Zapier, and reflect changes in Zoho Analytics. Ensure accurate proposal status reporting for better client engagement and informed decision-making.
Workflow preview:
Zap details:
Overview
Track proposal views in Proposify, update date and time with Formatter by Zapier, and reflect changes in Zoho Analytics. Ensure accurate proposal status reporting for better client engagement and informed decision-making.