LeadConnector + Proposify
Update contacts in LeadConnector when proposals are signed in Proposify
Boost your sales effectiveness by instantly updating your LeadConnector contacts whenever a proposal is signed in Proposify. This automation ensures your contact list is always up to date, reducing manual data entry and giving you more time to focus on closing deals. Stay organized, efficient, and ahead of the game with this streamlined workflow.
Boost your sales effectiveness by instantly updating your LeadConnector contacts whenever a proposal is signed in Proposify. This automation ensures your contact list is always up to date, reducing manual data entry and giving you more time to focus on closing deals. Stay organized, efficient, and ahead of the game with this streamlined workflow.
- When this happens...Proposal Signed
Triggers when a proposal is signed by a client.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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- 14 day trial for premium features & apps
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
