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  • Proposify logoProposify logo

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.

  1. When this happens...
    ProposifyProposify
    Client Commented on a Proposal

    Triggers when a client has left a comment on the client view.

    TriggerInstant
  2. automatically do this!
    LeadConnectorLeadConnector
    Add/Update Opportunity

    Adds or updates an existing opportunity.

    ActionWrite
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Supported triggers and actions

  • Proposify triggers, actions, and search

    Client Commented on a Proposal

    Triggers when a client has left a comment on the client view.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Sent

    Triggers when a proposal is sent or marked as sent by a user.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Viewed

    Triggers when a proposal is viewed by a client.

    Trigger
    Instant
    Try It
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About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Related categories

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About Proposify

Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.