LeadConnector + Proposify
Track viewed Proposify proposals by adding or updating opportunities in LeadConnector
Streamline your sales process with this Proposify and LeadConnector workflow. Whenever a proposal is viewed in Proposify, this automation adds or updates the opportunity in LeadConnector. This not only ensures your lead data remains accurate and up-to-date, but also facilitates quicker follow-ups and boosts conversion potential. Turn manual data handling into a smooth and precise information transition.
Streamline your sales process with this Proposify and LeadConnector workflow. Whenever a proposal is viewed in Proposify, this automation adds or updates the opportunity in LeadConnector. This not only ensures your lead data remains accurate and up-to-date, but also facilitates quicker follow-ups and boosts conversion potential. Turn manual data handling into a smooth and precise information transition.
- When this happens...Proposal Viewed
Triggers when a proposal is viewed by a client.
- 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
