If you're trying to keep your automated marketing workflows triggering as efficiently as possible, don't create bottleneck between Quote Roller and SharpSpring due to manual entry. Set up this Zap instead! From then on, every new propsal on Quote Roller will also trigger the creation or update of a new opportunity on SharpSpring, bringing with it all the information you need to stay on top of those potentials at all times.
How It Works
- A new proposal is created on Quote Roller
- Zapier automatically adds or updates an opportunity on SharpSpring
What You Need
- Quote Roller account
- SharpSpring account
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Triggers on a new category
Creates a new note on a proposal
Triggers on a new product
Creates a contact
Triggers whenever a new service is added to your catalog
Create a company that can be used for proposals
Triggers when a new company is added!
Creates a new proposal!
Triggers when a new note is added to a proposal
Create an Account in SharpSpring.
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