LeadConnector + Proposify
Create and update LeadConnector opportunities from sent Proposify proposals
Effortlessly keep track of sales opportunities when a proposal is sent with this Proposify-LeadConnector workflow. Once set up, each time a proposal is sent in Proposify, this automation will update or create an opportunity in LeadConnector. Streamline your sales process and ensure no opportunity is missed with this seamless integration.
Effortlessly keep track of sales opportunities when a proposal is sent with this Proposify-LeadConnector workflow. Once set up, each time a proposal is sent in Proposify, this automation will update or create an opportunity in LeadConnector. Streamline your sales process and ensure no opportunity is missed with this seamless integration.
- When this happens...Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
- Free forever for core features
- 14 day trial for premium features & apps
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
