LeadConnector + Prospero
Create and manage LeadConnector opportunities when new proposals open in Prospero
When a proposal is opened in Prospero, streamline your workflow by automatically creating or updating an opportunity in LeadConnector. This simple automation helps you keep track of potential leads in real-time, ensuring that no opportunity slips through the cracks. A seamless operation that guarantees efficiency and consistency, this workflow is essential for effective lead management.
When a proposal is opened in Prospero, streamline your workflow by automatically creating or updating an opportunity in LeadConnector. This simple automation helps you keep track of potential leads in real-time, ensuring that no opportunity slips through the cracks. A seamless operation that guarantees efficiency and consistency, this workflow is essential for effective lead management.
- When this happens...Open Proposal
Triggers when a new proposal is opened.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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