Better Proposals + LeadConnector
Create proposals in Better Proposals for new LeadConnector proposals
Effortlessly create engaging proposals as soon as a lead progresses in the Pipeline Stage within LeadConnector. This workflow instantly generates a new Proposal in the Better Proposals app when a change occurs in your Pipeline Stage. Save time, maintain consistency, and ensure your team is always working with the latest information to create successful proposals that win more clients.
Effortlessly create engaging proposals as soon as a lead progresses in the Pipeline Stage within LeadConnector. This workflow instantly generates a new Proposal in the Better Proposals app when a change occurs in your Pipeline Stage. Save time, maintain consistency, and ensure your team is always working with the latest information to create successful proposals that win more clients.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create a Proposal
Creates a new proposal.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
New Proposal
Triggers when a new proposal is created.
Try It
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date Of Birth
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Proposal Opened
Triggers when a proposal is opened.
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