LeadConnector + Nusii Proposals

LeadConnector + Nusii Proposals integrations

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.

When this happens...
Proposal SentTriggers when a proposal is sent.
TriggerInstant
automatically do this!
Add/Update OpportunityAdds or updates an existing opportunity.
ActionWrite

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More things you can do with Nusii Proposals and LeadConnector

Discover other triggers and actions you can use with Nusii Proposals and LeadConnector

Client Created
Triggers when a client is created.
Trigger
Instant
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Proposal Viewed
Triggers when a client views a proposal. Be aware that this trigger only works for Active Proposals with status: pending.
Trigger
Instant
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Proposal Created
Triggers when a proposal is created.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent.
Trigger
Instant
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- Title of Proposal
  Required
- Client
- Client Email
- Document Section Title
- Prepared By
- Theme
- Template
Action
Write

- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- 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)
Action
Write

- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

Proposal Accepted
Triggers when a proposal is accepted.
Trigger
Instant
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Proposal Charged
Triggers when a proposal is charged.
Trigger
Instant
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Proposal Rejected
Triggers when a proposal is rejected.
Trigger
Instant
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- Email
  Required
- Role
- First Name
  Required
- Surname
- Business Name
- Telephone
- Locale
- Currency
- Street Address
- Postcode
- City
- Country
- State
- Website
- PDF Page Size
- Notes
Action
Write
- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
Try It
- 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 Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

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Related categories

Marketing Automation

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About Nusii Proposals

Nusii is an online proposal tool that helps you create, track and manage proposals for your creative business.

HelpHelp

Related categories

Proposal & Invoice Management

Related Zap Templates

Add/update opportunities in LeadConnector when proposals are accepted in Nusii Proposals

Related Zap Templates

Add/update opportunities in LeadConnector when proposals are accepted in Nusii Proposals