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.

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Fresh Proposals to Retently

1

Client Created

Triggers when a new company is added in Fresh Proposals.
2

Proposal Created

Triggers when a new proposal is created.
3

Proposal Rejected

Triggers when a proposal is rejected by the client.
4

Company Contact Added

Triggers when a new contact is added or updated in Fresh Proposals.
5

Proposal Accepted

Triggers when a proposal is accepted by the client.
6

Proposal Sent

Triggers when a proposal is sent by a team member.
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Retently to Fresh Proposals

1

Create Client

Creates a client by retrieving information from another platform.
2

Create Proposal From Template Id

Creates a proposal based on template ID, client-company name, and email ID of the client.

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