Integrate Better Proposals with Lemlist

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

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Supported triggers and actions

Integrate Better Proposals and Lemlist 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

New activity

Triggers when an activity has ocurred. It can be an email has been sent, replied to, bounced, or unsubscribed from or v3 new activity like a LinkedIn profile have been visited or a phone call just ended

All Actions - Actions are the automated tasks

Create proposal

Creates a new proposal

Mark a lead from one campaign as interested

Marks a lead from a specific campaign as interested

Add recipient to unsubscribe list

Adds a recipient to unsubscribe list

Mark a lead from one campaign as not interested

Marks a lead from a specific campaign as not interested

Add recipient to campaign

Adds a recipient to a campaign

Enrich Lead

Enriches lead data

Mark a lead from all campaigns as not interested

Marks a lead from all campaigns as not interested

Mark a lead from all campaigns as interested

Marks a lead from all campaigns as interested

Remove recipient from unsubscribe list

Removes a recipient from unsubscribe list

Fetch lead - By email or ID

Fetches the existing lead details using email or ID

Remove recipient from campaign

Removes a recipient from the selected campaign

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 Lemlist?

Lemlist is an email outreach platform. You can schedule campaigns, track clicks and opens, and use custom domain for better deliverability and branding.

Drip Emails

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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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

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CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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