Better Proposals + JobProgress
Create proposals in Better Proposals for new leads in JobProgress
With this workflow, when you have new leads in JobProgress, it simplifies your work by generating a proposal in Better Proposals. This efficient process ensures you can effortlessly follow up on promising leads, saving time and elevating your productivity. It's a valuable tool for streamlining your business operations.
With this workflow, when you have new leads in JobProgress, it simplifies your work by generating a proposal in Better Proposals. This efficient process ensures you can effortlessly follow up on promising leads, saving time and elevating your productivity. It's a valuable tool for streamlining your business operations.
- When this happens...New Lead
New Lead from JobProgress
- automatically do this!Create a Proposal
Creates a new proposal.
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New Customer
New Customer from jobprogress
Try ItLead Id
Job Id / Job Number (8888-9999-01)
Documents ListRequired
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
Salesman / Customer Rep
Job Rep / Estimator
Job Description
Referral
New Proposal
Triggers when a new proposal is created.
Try It
New Lead
New Lead from JobProgress
Try ItIDRequired
First NameRequired
Last Name
PhoneRequired
EmailRequired
Company Name
Address
City
State
Zip Code
Country
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
Proposal Opened
Triggers when a proposal is opened.
Try It
