Integrations Segmetrics Better Proposals
Segmetrics + Better Proposals

Connect Segmetrics and Better Proposals to Build Intelligent Automations

Choose a Trigger

Segmetrics

When this happens...

Choose an Action

Better Proposals

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Enable Integrations or automations with these events of Segmetrics and Better Proposals

Enable Integrations or automations with these events of Segmetrics and Better Proposals

Actions

Get Contact by Email

Get Contact by Email

Returns the full customer journey of a single contact by email

Add or Update Contact

Add or Update Contact

Adds a contact to the specified SegMetrics integration.

Add Tag to Contact

Add Tag to Contact

Add Tags to given contact.

Add Purchase to Contact

Add Purchase to Contact

Adds a purchase to the specified SegMetrics integration.

Adds subscription

Adds subscription

Adds a subscription to the existing contact. If the subscription id already exist, it will be updated.

Remove Tags to Contact

Remove Tags to Contact

Remove Tags to Contact

Request a new Action for Segmetrics

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Frequently Asked Questions

How do I start an integration between Segmetrics and Better Proposals?

To start, connect both your Segmetrics and Better Proposals accounts to viaSocket. Once connected, you can set up a workflow where an event in Segmetrics triggers actions in Better Proposals (or vice versa).

Can we customize how data from Segmetrics is recorded in Better Proposals?

Absolutely. You can customize how Segmetrics data is recorded in Better Proposals. This includes choosing which data fields go into which fields of Better Proposals, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Segmetrics and Better Proposals?

The data sync between Segmetrics and Better Proposals typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Segmetrics to Better Proposals?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Segmetrics and Better Proposals?

Yes, you can set conditional logic to control the flow of data between Segmetrics and Better Proposals. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Segmetrics

About Segmetrics

SegMetrics gives you clarity on where your leads come from, how they act, and how much your marketing is really worth.

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Better Proposals

About Better Proposals

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.

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