GoProposal + LeadConnector
GoProposal + LeadConnector
GoProposal + LeadConnector integrations
Create new opportunities in LeadConnector when proposals are created in GoProposal
Enhance your efficiency with this workflow that springs into action when a new proposal is created in GoProposal. It flawlessly transitions this information into LeadConnector as a meticulously updated opportunity. Not only does this streamline your process, but it also ensures that no valuable potential leads are missed. Make the most of your business prospects by bridging GoProposal and LeadConnector effortlessly.
- When this happens...Proposal CreatedTriggers when a new live proposal is created.
- automatically do this!Add/Update OpportunityAdds or updates an existing opportunity.
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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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