Integrate Better Proposals with Zoho Marketing Automation

Send information between Better Proposals and Zoho Marketing Automation automatically, without writing any code, using Zoho Flow.

Build your own integrations between Better Proposals and Zoho Marketing Automation

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Supported triggers and actions

Integrate Better Proposals and Zoho Marketing Automation using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Proposal created

Triggers when a new proposal is created

Proposal opened

Triggers when a proposal is opened

Proposal signed

Triggers when a proposal is signed

Proposal sent

Triggers when a proposal is sent

Lead added to list

Triggers when a lead is added to the selected list

Lead removed from list

Triggers when a lead is removed from the selected list

All Actions - Actions are the automated tasks

Create proposal

Creates a new proposal

Add lead score

Adds lead score for the specified email address

Tag lead

Adds the specified tag to a lead

Send email campaign

Sends an existing email campaign

Create lead tag

Creates a new lead tag

Add lead to journey

Adds the specified lead to a journey

Clone campaign

Clones an existing campaign

Create or update lead

Creates a new lead or updates the details of an existing lead

Create list

Creates a new list

Move lead to do-not-mail list

Moves the specified lead to the do-not-mail list

Untag lead

Removes the specified tag from a lead

Unsubscribe lead

Removes a lead from the selected list

Update list

Updates the details of an existing list

Fetch lead

Fetches the details of an existing lead by email address

Delete tag

Deletes an existing tag

What is Better Proposals?

Better Proposals is a web-based application that lets you create beautiful, high-converting, easy-to-sign proposals in minutes instead of hours.

Proposals & Invoices

What is Zoho Marketing Automation?

Zoho Marketing Automation is marketing automation software that allows you to manage leads, analyze the online activity of your audience, and curate content for users based on their interactions.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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