The GoProposal integration allows you to send proposals to your clients via the GoProposal site and have them trigger the relevant services in Senta automatically.
TABLE OF CONTENTS
- Using the integration
- Turning on the GoProposal integration
- Linking services between GoProposal and Senta
- Client details
Using the integration
Prior to, or at the beginning of, creating a proposal you need to link the GoProposal contact to Senta. There are three options:
- Search for an existing client/prospect in Senta using the search bar at the beginning of the proposal.
- Add a new contact at the beginning of the proposal (this will create a new prospect in your Senta workspace).
- Add a new contact to the GoProposal Contact Hub and link this contact to an existing prospect or client in Senta. (See GoProposal's guide on How to set up your contact hub)
Whenever a contact accepts a proposal in GoProposal, a prospect will be converted to a client and any services that the contact has agreed to will be selected for the client.
If you create an annual renewal proposal in GoProposal, any new services will be added to the client in Senta. Any services they have previously agreed to will continue to be turned on for the client in Senta. If the client chooses to discontinue any services, you will need to unselect them from the client's services tab in Senta.
Please note: when a proposal is accepted in GoProposal the update in Senta can take up to 15 minutes.
Turning on the GoProposal integration
Go into your GoProposal site, then under Settings > Integrations > Senta you should see the following:
Firstly you will need to activate the GoProposal integration in Senta. In a separate browser tab open your Senta workspace, and click on Settings > General Settings > Extras, from here you can find the GoProposal integration and switch it to on. You will then need to click Save at the top of the page.
Next, you will need to generate a "Senta Access Key". In your Senta workspace navigate to Settings > Users > Add integration.
Call it something like "GoProposal"
Then Generate API key
Copy and paste that key back into GoProposal:
Finally, fill in your Senta “subdomain”, i.e. the address of your Senta workspace without the “https://” or the “.senta.co”
Linking services between GoProposal and Senta
Linking the services between GoProposal and Senta will allow you to automatically trigger services in Senta as soon as your client accepts their proposal.
To link the services between GoProposal and Senta go to GoProposal site > Configure > Line items.
Next, choose the service that you would like to link between GoProposal and Senta.
Use the Line Item Label to select the service in GoProposal and then select the equivalent service in Senta from the Senta Services dropdown.
Alternatively, the Proposal type in the Templates and emails section (in GoProposal) can be set up to match a bundle of Services in Senta. This will help you to get Senta to trigger a bunch of services all at once when you use one of the templates.
For example, the New Client template will add the Bookkeeping service and the New client take-on service:
When creating a proposal in GoProposal, you will be required to provide client details.
You have three options:
- Find a contact from Senta
- Add a new contact to Senta
- Add a new contact that only stores the details in GoProposal
Please note: "Additional signatories" in GoProposal will not be pulled through to Senta.
Find a contact from Senta
Type in the client's name and select Search Contacts. If the client exists in Senta, their name will display in the dropdown.
You can search using the client's company name or a contact name.
If you select the contact name, the following details can be pulled through from the Client Details and Contact Details forms in Senta:
- First name (Contacts tab)
- Last name (Contacts tab)
- Client name (General tab)
- Address (Address tab)
- Email (Contacts tab)
- Mobile (Contacts tab)
- Office phone (General tab)
If you select the client's company name from the dropdown in GoProposal, no details will be pulled through from the Contacts tab in Senta so you will be required to complete the First name, Last name and Email:
Add a new contact to Senta
When you add a new contact to Senta via GoProposal, that contact will be added as a Prospect to Senta. This contact can be added to an existing client in Senta or they can be created as a new client.
First, select or add a new contact to Senta:
To add a contact to an existing client, you can start typing in the client name and GoProposal will return results from Senta:
Alternatively, you can select Add Contact to create a new client in Senta:
When adding contact details you must provide a First name, Last name and Email to be able to add a new contact. GoProposal will let you proceed without a Company Name however when you search in Senta, you will be unable to Save this client without providing a Client name.
Please see our guide Flow of data from GoProposal to Senta to see which Senta fields the GoProposal field data maps into.
Add a new contact that only stores the details in GoProposal
Select Don't want to use Senta for the contact details? and provide the contact details for the client or proposal in the available fields.