Create proposals in Prospero for new Salesforce leads
Proposals are a great way to sell your products and services to your leads. However, it's would take forever to manually create one specific proposal to every lead that you acquire. This integration helps you overcome this business challenge. When a new lead is created in Salesforce, Zapier will automatically create a proposal in Prospero based on the lead's personal information without any hassle on your part.
Proposals are a great way to sell your products and services to your leads. However, it's would take forever to manually create one specific proposal to every lead that you acquire. This integration helps you overcome this business challenge. When a new lead is created in Salesforce, Zapier will automatically create a proposal in Prospero based on the lead's personal information without any hassle on your part.
- When this happens...New Lead
Triggers when a new Lead is created.
- automatically do this!Create Proposal
Creates a new proposal.
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