Better Proposals + LeadConnector
Update LeadConnector contacts when new Better Proposals proposals are opened
Effortlessly manage your leads by connecting Better Proposals and LeadConnector. When a proposal is opened in Better Proposals, this workflow will create or update a contact in LeadConnector. It's a simple and efficient way to ensure your contact list always reflects your latest proposal activity, keeping your sales process smooth and organized.
Effortlessly manage your leads by connecting Better Proposals and LeadConnector. When a proposal is opened in Better Proposals, this workflow will create or update a contact in LeadConnector. It's a simple and efficient way to ensure your contact list always reflects your latest proposal activity, keeping your sales process smooth and organized.
- When this happens...Proposal Opened
Triggers when a proposal is opened.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Proposal
Triggers when a new proposal is created.
Try ItProposal Paid
Triggers when a proposal is paid.
Try ItProposal Signed
Triggers when a proposal is signed.
Try ItIn PipelineRequired
Moved to Stage
Try It
Proposal Opened
Triggers when a proposal is opened.
Try ItProposal Sent
Triggers when a proposal is sent.
Try ItCompanyRequired
Short Description
Brand
Cover
Template
Currency
Add Tax to the Proposal?
Tax Name (e.g. VAT, IVA, GST)
Tax Percentage
Recipient First Name
Recipient Last Name
Recipient Email Address
Eligible to Sign
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
