Better Proposals + LeadConnector
Add or update contacts in LeadConnector for new proposals in Better Proposals
Stay on top of your lead management with this efficient workflow. When a new proposal is created in Better Proposals, it promptly starts a process in LeadConnector to include or update a contact. This smooth operation improves your sales process by ensuring no potential client is overlooked, leaving you with more time to craft compelling proposals. It’s a valuable tool for maintaining a unified sales force and enhancing your lead management strategy.
Stay on top of your lead management with this efficient workflow. When a new proposal is created in Better Proposals, it promptly starts a process in LeadConnector to include or update a contact. This smooth operation improves your sales process by ensuring no potential client is overlooked, leaving you with more time to craft compelling proposals. It’s a valuable tool for maintaining a unified sales force and enhancing your lead management strategy.
- When this happens...New Proposal
Triggers when a new proposal is created.
- 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
Date Of Birth
