Update deal status to proposal sent in ActiveCampaign when a proposal is sent in Proposify

Update your sales pipeline by marking deals as 'Proposal Sent' in ActiveCampaign when a proposal is sent in Proposify. This keeps your deal status current, ensuring clearer reporting and faster follow-ups.

Update deal status to proposal sent in ActiveCampaign when a proposal is sent in Proposify

Workflow preview:

Zap details:

Overview

Update your sales pipeline by marking deals as 'Proposal Sent' in ActiveCampaign when a proposal is sent in Proposify. This keeps your deal status current, ensuring clearer reporting and faster follow-ups.

Update deal status to proposal sent in ActiveCampaign when a proposal is sent in Proposify