Add/update opportunities in LeadConnector when proposals are accepted in Nusii Proposals
Reduce manual data entry and increase efficiency with this workflow. When a proposal is accepted in Nusii Proposals, it instantly updates or adds a new opportunity in LeadConnector. You can save time, enhance data accuracy, and keep your sales pipeline updated, enabling you to stay focused on winning more business.
Reduce manual data entry and increase efficiency with this workflow. When a proposal is accepted in Nusii Proposals, it instantly updates or adds a new opportunity in LeadConnector. You can save time, enhance data accuracy, and keep your sales pipeline updated, enabling you to stay focused on winning more business.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Client Created
Triggers when a client is created.
Try ItProposal Viewed
Triggers when a client views a proposal. Be aware that this trigger only works for Active Proposals with status: pending.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent.
Try It
Proposal Accepted
Triggers when a proposal is accepted.
Try ItProposal Charged
Triggers when a proposal is charged.
Try ItProposal Rejected
Triggers when a proposal is rejected.
Try ItEmailRequired
Role
First NameRequired
Surname
Business Name
Telephone
Locale
Currency
Street Address
Postcode
City
Country
State
Website
PDF Page Size
Notes