LeadConnector + Offri

Update LeadConnector opportunities when Offri proposal statuses change

Effortlessly manage your sales process with this streamlined workflow that connects Offri and LeadConnector. When a proposal status changes in Offri, an opportunity is added or updated in LeadConnector, ensuring your sales team always stays up-to-date with the latest information. Save time and maintain accurate sales records with this seamless automation.

Effortlessly manage your sales process with this streamlined workflow that connects Offri and LeadConnector. When a proposal status changes in Offri, an opportunity is added or updated in LeadConnector, ensuring your sales team always stays up-to-date with the latest information. Save time and maintain accurate sales records with this seamless automation.

  1. When this happens...
    OffriOffri
    Proposal Status Changed

    Triggers when a proposal has either expired, lost, or won.

    TriggerInstant
  2. automatically do this!
    LeadConnectorLeadConnector
    Add/Update Opportunity

    Adds or updates an existing opportunity.

    ActionWrite
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Supported triggers and actions

    • WorkspacesRequired

    Trigger
    Instant
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    • WorkspacesRequired

    Trigger
    Instant
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    • WorkspacesRequired

    Trigger
    Instant
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    • WorkspacesRequired

    Trigger
    Instant
    Try It
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About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Learn more

Related categories

  • Marketing Automation

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Offri

Offri enables you to create great looking proposals quickly.

Related categories

  • Proposal & Invoice Management