Create new Proposify clients from new Marketo leads
Effortlessly manage leads and streamline your sales process with this Marketo-Proposify automation. Whenever a new lead is created in Marketo, this workflow will automatically add them as a client in Proposify, saving you time and ensuring a seamless transition from lead to client. Focus on closing deals and let this integration handle the rest.
Effortlessly manage leads and streamline your sales process with this Marketo-Proposify automation. Whenever a new lead is created in Marketo, this workflow will automatically add them as a client in Proposify, saving you time and ensuring a seamless transition from lead to client. Focus on closing deals and let this integration handle the rest.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Client
Creates a new client.
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