Deskera & Fresh Proposals

Status: Closed · Asked by Charis on · 0 views

Charis — Question ·

Hey, I try to connect Deskera with Fresh Proposals but when I add my account of Deskera it stacks on waiting for a response. Maybe you need to update something?

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Pabblymember11 — Reply ·

Hey @Charis

While the Deskera's trigger is "Waiting for Response" you have to create a new contact, once you have clicked over the "Save & Send Test Request" button, then make a test submission in Deskera in order to capture the response as a New Contact.

Though we have recorded a sort of video on it, please check that out and let us know if you get stuck at any place further.

https://www.screenpresso.com/=qc3Sb

Charis — Reply ·

Thank you so much

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