Update LeadConnector contacts when proposals move to awaiting acceptance in Ignition
Streamline your workflow with this savvy automation. Once your proposal reaches the 'Awaiting Acceptance' stage in Ignition, it seamlessly triggers the addition or updates of a contact in the LeadConnector app. This integration saves you time by removing the need for manual data entry and ensures your contact information stays consistent and accurate. A seamless solution to enhance your productivity and client management.
Streamline your workflow with this savvy automation. Once your proposal reaches the 'Awaiting Acceptance' stage in Ignition, it seamlessly triggers the addition or updates of a contact in the LeadConnector app. This integration saves you time by removing the need for manual data entry and ensures your contact information stays consistent and accurate. A seamless solution to enhance your productivity and client management.
- 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 Contact
Adds or updates an existing contact.
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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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