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Lead Liaison can log all types of events that occur outside of the platform into a Prospect Profile. One example of that is with a Proposal. Proposify is a 3rd party software platform to create and send Proposals. In the example below, we use Lead Liaison with Zapier and Proposify to log a newly created Proposal, along with it's details, into a Prospect's timeline using a Custom Activity.
- The third action is a Zapier Webhook. You'll need the API key from Lead Liaison for this step. Grab your API key by going to Settings > Integrations > API.
- Use the POST method for the Webhook to post to Lead Liaison.
- Set up your Webhook details with your API key:
- Once you create a new Proposal in Proposify, your Zap will create/update the Prospect in Lead Liaison and add the Proposal activity to the timeline. It's that easy!