LeadConnector + SumoQuote
Add or update LeadConnector opportunities when new SumoQuote reports are signed
Effortlessly update your sales opportunities in LeadConnector when a report is signed in SumoQuote. With this automation, every time a client signs a report in SumoQuote, a corresponding opportunity will be added or updated in LeadConnector. This streamlined workflow helps your sales team save time and creates a seamless connection between your quote management and CRM systems.
Effortlessly update your sales opportunities in LeadConnector when a report is signed in SumoQuote. With this automation, every time a client signs a report in SumoQuote, a corresponding opportunity will be added or updated in LeadConnector. This streamlined workflow helps your sales team save time and creates a seamless connection between your quote management and CRM systems.
- When this happens...Report Signed
Triggers when a Report is signed by all signatories.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Email Bounced
Triggers when a notification, sent from SumoQuote has bounced.
Try ItEmail Opened
Triggers when an email, sent from SumoQuote, has been opened for the first time.
Try ItReport Sent for Signatures
Triggers when a quote is sent for signatures. This trigger will be raised once per signature request sequence. A signature request sequence can include 1 - 4 signatories.
Try ItProject Updated
Triggers when a SumoQuote Project is updated.
Try It
Email Clicked
Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.
Try ItProject Created
Triggers when a new SumoQuote project is created.
Try ItReport Signed
Triggers when a Report is signed by all signatories.
Try ItCustomer First NameRequired
Customer Last Name
Email
Phone
Address Line 1Required
City
State
Zip Code
Project Id
Salesperson Email
Date Created
CompanyCam Project Id
