LeadConnector + Proposify
Update LeadConnector contacts when new proposals are sent in Proposify
Streamline your sales process with this efficient workflow. Once a proposal is sent in Proposify, it updates or adds the contact information in LeadConnector. This seamless integration ensures your contact database remains current and accurate, enhancing your client relationships while saving you valuable time.
Streamline your sales process with this efficient workflow. Once a proposal is sent in Proposify, it updates or adds the contact information in LeadConnector. This seamless integration ensures your contact database remains current and accurate, enhancing your client relationships while saving you valuable time.
- When this happens...Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
- 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
