Send proforma email when deal reaches Proforma stage
Send proforma email when deal reaches Proforma stage
You waste time emailing proformas manually when deals move to Proforma and contacts aren't synced. Send the proforma email and update the contact so prospects get documents same day.
Overview
Manual proforma sends and unsynced contacts slow down outreach and obscure campaign performance. This flow ensures every deal that reaches Proforma triggers a proforma email and updates your email audience instantly, so marketing ops and campaign managers can start nurture and reporting the same day.