Update opportunities in LeadConnector when new proposals are sent in Nusii Proposals
Speed up your sales process with this seamless workflow. As soon as you send a proposal through your Nusii Proposals account, it creates or updates an opportunity in LeadConnector. This efficient system saves you time and streamlines your sales pipeline, keeping your opportunities updated in real-time. It allows you to focus on what truly matters - growing your business and nurturing your customer relationships.
Speed up your sales process with this seamless workflow. As soon as you send a proposal through your Nusii Proposals account, it creates or updates an opportunity in LeadConnector. This efficient system saves you time and streamlines your sales pipeline, keeping your opportunities updated in real-time. It allows you to focus on what truly matters - growing your business and nurturing your customer relationships.
- When this happens...Proposal Sent
Triggers when a proposal is sent.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Client Created
Triggers when a client is created.
Try ItProposal Viewed
Triggers when a client views a proposal. Be aware that this trigger only works for Active Proposals with status: pending.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent.
Try It
Proposal Accepted
Triggers when a proposal is accepted.
Try ItProposal Charged
Triggers when a proposal is charged.
Try ItProposal Rejected
Triggers when a proposal is rejected.
Try ItEmailRequired
Role
First NameRequired
Surname
Business Name
Telephone
Locale
Currency
Street Address
Postcode
City
Country
State
Website
PDF Page Size
Notes