LeadConnector + Proposify
Add LeadConnector opportunities when clients comment on Proposify proposals
Streamline your proposal management and lead nurturing process with this integrated workflow. When your client comments on a proposal in Proposify, the information is immediately updated in LeadConnector. This seamless process aids in ensuring the opportunity status is always up-to-date, enhancing client engagement and communication efficiency in your business operations.
Streamline your proposal management and lead nurturing process with this integrated workflow. When your client comments on a proposal in Proposify, the information is immediately updated in LeadConnector. This seamless process aids in ensuring the opportunity status is always up-to-date, enhancing client engagement and communication efficiency in your business operations.
- When this happens...Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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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
