GoProposal + LeadConnector
Create and update LeadConnector contacts from new GoProposal draft proposals
Easily manage your leads and stay organized with this workflow between GoProposal and LeadConnector. When a new draft proposal is created in GoProposal, a contact will be added or updated in the LeadConnector app. Save time and streamline your sales process with this seamless automation.
Easily manage your leads and stay organized with this workflow between GoProposal and LeadConnector. When a new draft proposal is created in GoProposal, a contact will be added or updated in the LeadConnector app. Save time and streamline your sales process with this seamless automation.
- When this happens...Draft Proposal Created
Triggers when a new draft proposal is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Draft Proposal Created
Triggers when a new draft proposal is created.
Try ItProposal Won
Triggers when a proposal is won.
Try ItFirst 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
CampaignRequired
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)
Proposal Created
Triggers when a new live proposal is created.
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst 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
Phone Number
Email
First Name
Last Name
Full Name
