GoProposal + LeadConnector
GoProposal + LeadConnector
GoProposal + LeadConnector integrations
Update LeadConnector contacts when new GoProposal proposals are won
Seal the deal with sorted contact management! With this workflow, whenever you secure a win on a proposal in the GoProposal app, your contact in the LeadConnector app gets updated or added anew. This seamless process ensures no contact slips through the cracks, saving you time and keeping your customer database up-to-date.
- When this happens...Proposal WonTriggers when a proposal is won.
- 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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