LeadConnector + SumoQuote
Update contacts in LeadConnector when reports are signed in SumoQuote
Stay on top of your lead connections with this handy automation! As soon as a report is signed in SumoQuote, a new contact will be created or updated in LeadConnector. This streamlined process eliminates the need for manual data entry, ensuring you're always up to date with your leads in real-time. Make your sales workflow more efficient and never miss an opportunity to reach out to prospects again!
Stay on top of your lead connections with this handy automation! As soon as a report is signed in SumoQuote, a new contact will be created or updated in LeadConnector. This streamlined process eliminates the need for manual data entry, ensuring you're always up to date with your leads in real-time. Make your sales workflow more efficient and never miss an opportunity to reach out to prospects again!
- When this happens...Report Signed
Triggers when a Report is signed by all signatories.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
- Free forever for core features
- 14 day trial for premium features & apps
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
