Update LeadConnector opportunities when Offri proposal statuses change
Effortlessly manage your sales process with this streamlined workflow that connects Offri and LeadConnector. When a proposal status changes in Offri, an opportunity is added or updated in LeadConnector, ensuring your sales team always stays up-to-date with the latest information. Save time and maintain accurate sales records with this seamless automation.
Effortlessly manage your sales process with this streamlined workflow that connects Offri and LeadConnector. When a proposal status changes in Offri, an opportunity is added or updated in LeadConnector, ensuring your sales team always stays up-to-date with the latest information. Save time and maintain accurate sales records with this seamless automation.
- When this happens...Proposal Status Changed
Triggers when a proposal has either expired, lost, or won.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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