Integrate Fresh Proposals with Retently
Trigger NPS/CSAT surveys after a proposal is accepted or rejected, sync client profiles and interaction history with Retently, and use feedback scores to improve proposal strategies and client relationship management.
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About Fresh Proposals
Fresh Proposals allows users to create and manage proposals and clients. Users can track proposal statuses and client interactions effectively.
Fresh Proposals to Retently
Client Created
Triggers when a new company is added in Fresh Proposals.Proposal Created
Triggers when a new proposal is created.Proposal Rejected
Triggers when a proposal is rejected by the client.Company Contact Added
Triggers when a new contact is added or updated in Fresh Proposals.Proposal Accepted
Triggers when a proposal is accepted by the client.Proposal Sent
Triggers when a proposal is sent by a team member.
Retently to Fresh Proposals
Create Client
Creates a client by retrieving information from another platform.Create Proposal From Template Id
Creates a proposal based on template ID, client-company name, and email ID of the client.Related blog posts
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