ProLine + SalesRabbit
Create or update ProLine projects from new or updated SalesRabbit leads
Streamline your sales process with this efficient workflow. When a new or updated lead enters your sales pipeline in SalesRabbit, this system will instantly create or update a project in ProLine. This seamless integration ensures all your project data stays up-to-date and aligned with your sales leads, saving you time and enhancing productivity. Simplify your sales management with this effective automation.
Streamline your sales process with this efficient workflow. When a new or updated lead enters your sales pipeline in SalesRabbit, this system will instantly create or update a project in ProLine. This seamless integration ensures all your project data stays up-to-date and aligned with your sales leads, saving you time and enhancing productivity. Simplify your sales management with this effective automation.
- When this happens...New/Updated Lead
Triggers when when a lead is created and/or updated.
- automatically do this!Create or Update Project
Creates or updates a project.
- Free forever for core features
- 14 day trial for premium features & apps
EventRequired
StatusRequired
Try ItLead OwnerRequired
StatusRequired
First Name
Last Name
Primary Phone
Alternate Phone
Email
Street1
Street2
City
State
Zip
Country
Latitude
Longitude
Notes
Appointment Date and Time
Date Created
Lead IDRequired
Lead Owner
Status
First Name
Last Name
Primary Phone
Alternate Phone
Email
Street1
Street2
City
State
Zip
Country
Latitude
Longitude
Notes
Appointment Date and Time
Date Modified
Trigger on...Required
Try It
FormRequired
Try ItFormDataIDRequired
Form Result
Form State
Form Status Description
Form Status Color
Lead Owner
Status
First Name
Last Name
Primary Phone
Alternate Phone
Email
Street1
Street2
City
State
Zip
Country
Latitude
Longitude
Notes
Appointment Date and Time
Date Modified
Chargeback Complete
Triggers when a chargeback reaches its final status. Final status can be either Won or Lost.
Try ItTrigger on...Required
Try It
