LeadConnector + Proposify
Create new clients in Proposify when pipeline stages change in LeadConnector
Maximize sales productivity with this workflow linking LeadConnector and Proposify. When a pipeline stage undergoes a change within LeadConnector, a new client is instantly created within Proposify. This seamless integration delivers real-time updates, while avoiding manual data entry to aid in better sales pipeline management.
Maximize sales productivity with this workflow linking LeadConnector and Proposify. When a pipeline stage undergoes a change within LeadConnector, a new client is instantly created within Proposify. This seamless integration delivers real-time updates, while avoiding manual data entry to aid in better sales pipeline management.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Client
Creates a new client.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
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First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Client Created
Triggers when a user creates a new client.
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