GoProposal + LeadConnector
Update LeadConnector contacts when new GoProposal proposals are won
Seal the deal with sorted contact management! With this workflow, whenever you secure a win on a proposal in the GoProposal app, your contact in the LeadConnector app gets updated or added anew. This seamless process ensures no contact slips through the cracks, saving you time and keeping your customer database up-to-date.
Seal the deal with sorted contact management! With this workflow, whenever you secure a win on a proposal in the GoProposal app, your contact in the LeadConnector app gets updated or added anew. This seamless process ensures no contact slips through the cracks, saving you time and keeping your customer database up-to-date.
- When this happens...Proposal Won
Triggers when a proposal is won.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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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
