LeadConnector + Prospero
Create new Prospero proposals when lead stages change in LeadConnector
Ensure a seamless sales process by connecting LeadConnector and Prospero with this workflow. When a lead shifts stages in LeadConnector, this automation generates a fresh proposal in Prospero promptly, keeping your sales cycle in full swing. This automatic workflow helps you deliver timely proposals, so you can focus on locking in those valuable business deals.
Ensure a seamless sales process by connecting LeadConnector and Prospero with this workflow. When a lead shifts stages in LeadConnector, this automation generates a fresh proposal in Prospero promptly, keeping your sales cycle in full swing. This automatic workflow helps you deliver timely proposals, so you can focus on locking in those valuable business deals.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Proposal
Creates a new proposal.
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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
Draft Proposal
Triggers when a new proposal is created.
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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
Proposals
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