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.
- When this happens...Proposal Paid
Triggers when a proposal is paid.
- 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
