Prospero + Salesforce

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.

  1. When this happens...
    SalesforceSalesforce
    New Lead

    Triggers when a new Lead is created.

    TriggerPolling
  2. automatically do this!
    ProsperoProspero
    Create Proposal

    Creates a new proposal.

    ActionWrite
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Supported triggers and actions

    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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prospero logo

About Prospero

Create proposals with ease. Impress your clients and win more projects.

Related categories

  • Proposal & Invoice Management
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salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier