LeadConnector + Proposify
Add and update contacts in LeadConnector when new proposals are won in Proposify
Winning a proposal in Proposify is a great achievement, but following up with the prospect is essential for turning them into a valuable customer. This workflow helps you streamline the process by updating or adding the contact in LeadConnector once you've won the proposal in Proposify. Save time and ensure your lead management is consistent and efficient with this seamless automation.
Winning a proposal in Proposify is a great achievement, but following up with the prospect is essential for turning them into a valuable customer. This workflow helps you streamline the process by updating or adding the contact in LeadConnector once you've won the proposal in Proposify. Save time and ensure your lead management is consistent and efficient with this seamless automation.
- When this happens...Proposal Won
Triggers when a proposal is accepted by a client.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
