Create proposals in Proposify for new leads in Copper
Effortlessly streamline your sales process with this Copper and Proposify integration. Whenever you add a new lead in Copper, it will instantly create a proposal in Proposify, ensuring a seamless transition and saving you time in managing your potential clients. No more manual entry or delays in getting proposals out – this simple workflow ensures a smooth and efficient sales pipeline.
Effortlessly streamline your sales process with this Copper and Proposify integration. Whenever you add a new lead in Copper, it will instantly create a proposal in Proposify, ensuring a seamless transition and saving you time in managing your potential clients. No more manual entry or delays in getting proposals out – this simple workflow ensures a smooth and efficient sales pipeline.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Create Proposal
Creates a new proposal.
- Free forever for core features
- 14 day trial for premium features & apps