"update deals in OnePageCRM when new proposals are sent in Proposify"
Keep your sales process organized and responsive with this handy workflow. Once a proposal is sent via Proposify, it seamlessly updates the deal status in OnePageCRM. It is an effective solution for maintaining real-time updates between your proposal and CRM system, ensuring both platforms are always up-to-date. Increase your productivity and keep your sales pipeline streamlined with this automation.
Keep your sales process organized and responsive with this handy workflow. Once a proposal is sent via Proposify, it seamlessly updates the deal status in OnePageCRM. It is an effective solution for maintaining real-time updates between your proposal and CRM system, ensuring both platforms are always up-to-date. Increase your productivity and keep your sales pipeline streamlined with this automation.
- When this happens...Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
- automatically do this!Update Deal
Updates an existing deal in OnePageCRM.
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Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It