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  • LeadConnector logoLeadConnector logo

Better Proposals + LeadConnector

Update LeadConnector contacts when new Better Proposals proposals are paid

Keep your sales process streamlined with this efficient workflow. When a proposal is paid in Better Proposals, it instantly adds or updates the contact information in your LeadConnector database. This ensures that you're always on top of your potential leads the moment a deal is sealed, enhancing your customer relationship management efforts for future business.

Keep your sales process streamlined with this efficient workflow. When a proposal is paid in Better Proposals, it instantly adds or updates the contact information in your LeadConnector database. This ensures that you're always on top of your potential leads the moment a deal is sealed, enhancing your customer relationship management efforts for future business.

  1. When this happens...
    Better ProposalsBetter Proposals
    Proposal Paid

    Triggers when a proposal is paid.

    TriggerPolling
  2. automatically do this!
    LeadConnectorLeadConnector
    Add/Update Contact

    Adds or updates an existing contact.

    ActionWrite
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Supported triggers and actions

    • CompanyRequired

    • 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

    Action
    Write
    • 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

    Action
    Write
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About Better Proposals

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
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leadconnector logo

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

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