Google Sheets + Proposify
Track lost Proposify proposals by creating rows in Google Sheets
Always stay up to date with your business progress and turn setbacks into opportunities for growth. With this workflow, each time a proposal fails within Proposify, it immediately adds a new row to your Google Sheets document. This allows for thorough record-keeping and analyzing trends in lost proposals, helping you to refine your future approach for better results.
Always stay up to date with your business progress and turn setbacks into opportunities for growth. With this workflow, each time a proposal fails within Proposify, it immediately adds a new row to your Google Sheets document. This allows for thorough record-keeping and analyzing trends in lost proposals, helping you to refine your future approach for better results.
- When this happens...Proposal Lost
Triggers when a Proposal is declined by a client.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
