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LeadConnector logoLeadConnector logo
Better Proposals logoBetter Proposals logo
LeadConnector logoLeadConnector logo

Better Proposals + LeadConnector

Better Proposals + LeadConnector

Better Proposals + LeadConnector integrations

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.

  1. When this happens...
    Pipeline Stage Changed
    Pipeline Stage Changed
    Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
    TriggerInstant
  2. automatically do this!
    Create a Proposal
    Create a Proposal
    Create a ProposalCreates a new proposal.
    ActionWrite
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More things you can do with LeadConnector and Better Proposals

Discover other triggers and actions you can use with LeadConnector and Better Proposals

    • In Pipeline
      Required
    • Moved to Stage
    Trigger
    Instant
    Try It
    • First Name
    • Last Name
    • Full Name
    • Phone Number
    • Email
    • Address
    • City
    • State
    • Country
    • Postal Code
    • Tags (comma delimited string for multiple tags)
    • Source
    • Mark as Lead
      Required
    • Notes
    • Select Pipeline
      Required
    • Select Stage
      Required
    • Assign to User
    Action
    Write
    • Phone Number
    • Email
    • First Name
    • Last Name
    • Full Name
    Action
    Write
  • Better Proposals triggers, actions, and search
    New Proposal

    Triggers when a new proposal is created.

    Trigger
    Polling
    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 Lead
      Required
    • Notes
    • Business Name
    • Country
    • Date of Birth
    Action
    Write
    • Workflow ID
      Required
    • 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)
    Action
    Write
    • Assign to User
    • Task Title
      Required
    • Task Description
      Required
    • Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
    • First Name
    • Last Name
    • Contact Phone
    • Contact Email
    Action
    Write
  • Better Proposals triggers, actions, and search
    Proposal Opened

    Triggers when a proposal is opened.

    Trigger
    Polling
    Try It
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About Better Proposals
Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
Learn moreLearn moreHelpHelp
Related categories
Proposal & Invoice Management
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leadconnector logo
About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Learn moreLearn moreHelpHelp
Related categories
Marketing Automation
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