LeadConnector + Proposify
Create and manage LeadConnector contacts when new clients are added in Proposify
Easily keep your Proposify and LeadConnector apps in sync with this seamless automation. Each time you create a new client in Proposify, corresponding contact information is immediately added or updated in LeadConnector. This ensures that your customer data stays consistent between platforms, saving you time and reducing the potential for errors.
Easily keep your Proposify and LeadConnector apps in sync with this seamless automation. Each time you create a new client in Proposify, corresponding contact information is immediately added or updated in LeadConnector. This ensures that your customer data stays consistent between platforms, saving you time and reducing the potential for errors.
- When this happens...Client Created
Triggers when a user creates a new client.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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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
