Update opportunities in LeadConnector when proposals move to awaiting acceptance in Ignition
Simplify your sales process with this handy workflow. When a proposal advances to the Awaiting Acceptance stage in Ignition, it will trigger an addition or update in LeadConnector, opening an opportunity for fresh lead generation. This efficient process saves time, reduces manual data entry, and ensures your sales pipeline stays up-to-date and streamlined.
Simplify your sales process with this handy workflow. When a proposal advances to the Awaiting Acceptance stage in Ignition, it will trigger an addition or update in LeadConnector, opening an opportunity for fresh lead generation. This efficient process saves time, reduces manual data entry, and ensures your sales pipeline stays up-to-date and streamlined.
- When this happens...Proposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Proposal Accepted
Triggers when a proposal is accepted.
Try ItProposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Try ItProposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
Try ItProposal Saved as Draft
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
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Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Try ItProposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Try ItProposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
Try ItClassic Proposal State Changed
Triggers when a proposal's state changes. Only works with Classic proposals
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