Create proposals in Proposify for updated companies in Copper
Keep your sales process efficient and up-to-date with this Copper and Proposify workflow. Whenever a company is updated in Copper, a proposal will be created in Proposify, ensuring your sales documentation is always in sync with the latest information. Streamline your proposal creation and never miss an opportunity to close deals faster.
Keep your sales process efficient and up-to-date with this Copper and Proposify workflow. Whenever a company is updated in Copper, a proposal will be created in Proposify, ensuring your sales documentation is always in sync with the latest information. Streamline your proposal creation and never miss an opportunity to close deals faster.
- When this happens...Updated Company
Triggers when a Person's Company is changed.
- automatically do this!Create Proposal
Creates a new proposal.
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