LeadConnector + Proposify
Add new Proposify signed proposals to LeadConnector as campaign leads
Streamline your lead management process with this workflow. When a proposal is signed in Proposify, it will initiate adding the lead to a campaign in LeadConnector. This efficient process ensures no time is wasted in integrating your lead into your campaign, giving you seamless and effective management.
Streamline your lead management process with this workflow. When a proposal is signed in Proposify, it will initiate adding the lead to a campaign in LeadConnector. This efficient process ensures no time is wasted in integrating your lead into your campaign, giving you seamless and effective management.
- When this happens...Proposal Signed
Triggers when a proposal is signed by a client.
- automatically do this!Add Lead to Campaign
Adds a lead to an existing campaign.
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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
