LeadConnector + Proposify
Create new LeadConnector opportunities from newly created Proposify proposals
Improve your sales pipeline management effectively with this Proposify and LeadConnector structured workflow. When a new proposal is created in Proposify, an opportunity is promptly added or updated in LeadConnector. This seamless integration avoids manual data entry, ensuring all proposals are tracked as potential leads. Enjoy more streamlined and efficient sales process tracking in one simple workflow.
Improve your sales pipeline management effectively with this Proposify and LeadConnector structured workflow. When a new proposal is created in Proposify, an opportunity is promptly added or updated in LeadConnector. This seamless integration avoids manual data entry, ensuring all proposals are tracked as potential leads. Enjoy more streamlined and efficient sales process tracking in one simple workflow.
- When this happens...Proposal Created
Triggers when a proposal is created.
- 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
