Cone + LeadConnector

Cone + LeadConnector integrations

Manage lost proposals in Cone by updating opportunities in LeadConnector

Keep track of lost proposals in the Cone app and seamlessly manage your opportunities in the LeadConnector app. With this workflow, whenever you lose a proposal in Cone, it will update or create a new opportunity in LeadConnector. This ensures your sales pipeline remains updated, saving you time and enhancing your ability to chase fresh leads.

When this happens...
Proposal LostTriggers when a proposal is marked as lost.
TriggerInstant
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Add/Update OpportunityAdds or updates an existing opportunity.
ActionWrite

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More things you can do with Cone and LeadConnector

Discover other triggers and actions you can use with Cone and LeadConnector

Client Converted to Customer
Triggers when a prospect is converted to customer.
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Client Request Completed
Triggers when a client request is completed
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Client Request Sent
Triggers when a client request is sent
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Instant
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Invoice Cancelled
Triggers when an invoice is cancelled.
Trigger
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Invoice Finalized
Triggers when invoice is finalized or created in final state.
Trigger
Instant
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Invoice Updated
Triggers when invoice is updated.
Trigger
Instant
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Project Created
Triggers when a project is created manually
Trigger
Instant
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Project Edited
Triggers when a project is edited
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Instant
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Project Overdue
Triggers when a project is overdue
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Instant
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Proposal Created
Triggers when proposal is saved for the first time.
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Instant
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Proposal Published
Triggers when a proposal is published
Trigger
Instant
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Task Completed
Triggers when an internal task is completed
Trigger
Instant
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Task Overdue
Triggers when an internal task is overdue
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Instant
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- Business Name
  Required
- Contact First Name
  Required
- Contact Middle Name
- Contact Last Name
  Required
- Contact Phone
- Contact Email
  Required
- Is Primary
  Required
Action
Write
- First Name
  Required
- Middle Name
- Last Name
  Required
- Email
  Required
- Phone
Action
Write
- First Name
  Required
- Last Name
  Required
- Middle Name
- Contact First Name
  Required
- Contact Middle Name
- Contact Last Name
  Required
- Contact Phone
- Contact Email
  Required
- Is Primary
  Required
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 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

Client Created
Triggers when a Client is created.
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Client Request Created
Triggers when a client request is created
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Client Updated
Triggers when a Client is updated.
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Instant
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Invoice Created
Triggers when invoice is created as draft.
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Instant
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Invoice Paid
Triggers when an invoice is paid.
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Invoice Written Off
Triggers when an invoice is written off.
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Project Created From Recurring Rule
Triggers when a project is created from recurring role
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Project Ended
Triggers when a project is ended
Trigger
Instant
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Proposal Accepted
Triggers when a proposal is accepted (signed by all signatories).
Trigger
Instant
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Proposal Lost
Triggers when a proposal is marked as lost.
Trigger
Instant
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Proposal Revoked
Triggers when a proposal is revoked.
Trigger
Instant
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Task Created
Triggers when an internal task is created
Trigger
Instant
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- Business Name
  Required
- Contact First Name
  Required
- Contact Middle Name
- Contact Last name
  Required
- Contact Phone
- Contact Email
  Required
- Is Primary
  Required
Action
Write
- Type
  Required
- First Name
- Middle Name
- Last Name
- Client Type
  Required
- Contact First Name
  Required
- Contact Last Name
  Required
- Contact Middle Name
- Email
  Required
- Phone
- Is Primary
  Required
Action
Write
- First Name
  Required
- Middle Name
- Last Name
  Required
- Contact First Name
  Required
- Contact Middle Name
- Contact last name
  Required
- Contact Email
  Required
- Contact Phone
- Is Primary
  Required
Action
Write
- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
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- 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

About Cone

Cone Unified Proposals and Practice Management Software

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About LeadConnector

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

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Marketing Automation

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