GoProposal + LeadConnector
GoProposal + LeadConnector
GoProposal + LeadConnector integrations
Create and update LeadConnector contacts from new GoProposal proposals
Effortlessly manage your contacts in LeadConnector when new proposals are created in GoProposal. With this workflow, every time a proposal is generated in GoProposal, the contact information will be instantly added or updated in LeadConnector, streamlining your customer management process and ensuring up-to-date information at all times. Say goodbye to manual data entry and focus on nurturing your leads and closing deals.
- When this happens...Proposal CreatedTriggers when a new live proposal is created.
- automatically do this!Add/Update ContactAdds or updates an existing contact.
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More things you can do with GoProposal and LeadConnector
Discover other triggers and actions you can use with GoProposal and LeadConnector
- Draft Proposal Created
Triggers when a new draft proposal is created.
Try ItTriggerInstant - Proposal Won
Triggers when a proposal is won.
Try ItTriggerInstant - 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
ActionWrite- 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)
ActionWrite
- Proposal Created
Triggers when a new live proposal is created.
Try ItTriggerInstant - In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- 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
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite
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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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