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Automate deal stages based on customer action with proposal

Sam-Ingram
New Contributor

‎Nov 29, 2018 8:27 PM

Hola Amigos! 

 

We're currently using Proposify for generating proposals and are looking to automate a piece of the sales process around when a prospect signs the proposal in order to trigger an on boarding workflow. 

 

Has anyone successfully done this with Proposify and HubSpot before? 

 

Cheers!

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jennysowyrda
Community Manager
Community Manager

‎Dec 4, 2018 5:02 PM

Hi @Sam-Ingram

 

There isn't going to be an automatic way to trigger a workflow based on this. If you have a property that can be set through the integration or zapier, that could be used to trigger the workflow.

 

@spinstak, @ExceptionlStone, @dmaudio I know you have discussed Proposify in the past; do you have any tips for @Sam-Ingram?

 

Thanks,
Jenny


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Automate deal stages based on customer action with proposal
Sales
Dec 4, 2018