GoProposal + LeadConnector
Create new opportunities in LeadConnector when proposals are created in GoProposal
Enhance your efficiency with this workflow that springs into action when a new proposal is created in GoProposal. It flawlessly transitions this information into LeadConnector as a meticulously updated opportunity. Not only does this streamline your process, but it also ensures that no valuable potential leads are missed. Make the most of your business prospects by bridging GoProposal and LeadConnector effortlessly.
Enhance your efficiency with this workflow that springs into action when a new proposal is created in GoProposal. It flawlessly transitions this information into LeadConnector as a meticulously updated opportunity. Not only does this streamline your process, but it also ensures that no valuable potential leads are missed. Make the most of your business prospects by bridging GoProposal and LeadConnector effortlessly.
- When this happens...Proposal Created
Triggers when a new live proposal is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Draft Proposal Created
Triggers when a new draft proposal is created.
Try ItProposal Won
Triggers when a proposal is won.
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Proposal Created
Triggers when a new live proposal is created.
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
