The GoProposal integration allows you to send proposals to your clients via GoProposal site and have them triggered the relevant services in Senta automatically.
TABLE OF CONTENTS
- Using the integration
- Turning on the GoProposal integration
- Linking services between GoProposal and Senta
Using the integration
Whenever a prospect accepts a proposal in GoProposal, the following will happen:
- If the client does not already exist in Senta, a new client will be created and they will be set as a client.
- If the client already exists as a prospect within Senta, then they will be converted to a client.
- Any services that the client 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.
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 generate a "Senta Access Key". In a separate browser tab open your Senta workspace, and click on 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 drop down.
Alternatively, Proposal types in GoProposal can be set up to match a bundle of Services in Senta.
You can add multiple Senta services to each Proposal type.
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
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 use 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.
If all fields on the form are completed, the following details will be saved in Senta via GoProposal:
- Company Name (Client name - General tab)
- First name (First name - Contacts tab)
- Last name (Last name - Contacts tab)
- Email (Email - Contacts tab)
- Mobile Phone (Mobile - Contacts tab)
- Work Phone (Telephone - General tab)
- Address (Address tab)
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.