Cone + LeadConnector

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 Lost
Triggers when a proposal is marked as lost.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

Client Converted to Customer
Triggers when a prospect is converted to customer.
Trigger
Instant
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Client Request Completed
Triggers when a client request is completed
Trigger
Instant
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Client Request Sent
Triggers when a client request is sent
Trigger
Instant
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Invoice Cancelled
Triggers when an invoice is cancelled.
Trigger
Instant
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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
Trigger
Instant
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Project Overdue
Triggers when a project is overdue
Trigger
Instant
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Proposal Created
Triggers when proposal is saved for the first time.
Trigger
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
Trigger
Instant
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- Business NameRequired
- Contact First NameRequired
- Contact Middle Name
- Contact Last NameRequired
- Contact Phone
- Contact EmailRequired
- Is PrimaryRequired
Action
Write
- First NameRequired
- Middle Name
- Last NameRequired
- EmailRequired
- Phone
Action
Write
- First NameRequired
- Last NameRequired
- Middle Name
- Contact First NameRequired
- Contact Middle Name
- Contact Last NameRequired
- Contact Phone
- Contact EmailRequired
- Is PrimaryRequired
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
- Workflow IDRequired
- 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 TitleRequired
- Task DescriptionRequired
- 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.
Trigger
Instant
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Client Request Created
Triggers when a client request is created
Trigger
Instant
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Client Updated
Triggers when a Client is updated.
Trigger
Instant
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Invoice Created
Triggers when invoice is created as draft.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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Invoice Written Off
Triggers when an invoice is written off.
Trigger
Instant
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Project Created From Recurring Rule
Triggers when a project is created from recurring role
Trigger
Instant
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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 NameRequired
- Contact First NameRequired
- Contact Middle Name
- Contact Last nameRequired
- Contact Phone
- Contact EmailRequired
- Is PrimaryRequired
Action
Write
- TypeRequired
- First Name
- Middle Name
- Last Name
- Client TypeRequired
- Contact First NameRequired
- Contact Last NameRequired
- Contact Middle Name
- EmailRequired
- Phone
- Is PrimaryRequired
Action
Write
- First NameRequired
- Middle Name
- Last NameRequired
- Contact First NameRequired
- Contact Middle Name
- Contact last nameRequired
- Contact EmailRequired
- Contact Phone
- Is PrimaryRequired
Action
Write
- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- 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 LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- 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

Related categories

Accounting

About LeadConnector

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

Learn more

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Cone + LeadConnector

Manage lost proposals in Cone by updating opportunities in LeadConnector

Client Converted to Customer

Client Request Completed

Client Request Sent

Invoice Cancelled

Invoice Finalized

Invoice Updated

Project Created

Project Edited

Project Overdue

Proposal Created

Proposal Published

Task Completed

Task Overdue

Create Business Prospect

Create Contact

Create Individual Prospect

Add/Update Contact

Add Lead to Workflow

Add Task

Client Created

Client Request Created

Client Updated

Invoice Created

Invoice Paid

Invoice Written Off

Project Created From Recurring Rule

Project Ended

Proposal Accepted

Proposal Lost

Proposal Revoked

Task Created

Create Business Customer

Create Client

Create Individual Customer

Pipeline Stage Changed

Add/Update Opportunity

Stop All Workflows for Lead

About Cone

Related categories

About LeadConnector

Related categories

Similar apps

Zapier Interfaces