Create or update opportunity in LeadConnector when proposal is sent from Better Proposals

Create or update opportunities in your sales pipeline when a proposal is sent via Better Proposals. Capture and organize all relevant client information for follow-up, ensuring a smoother sales process and improved conversion rates.

Zap details:

Overview

Create or update opportunities in your sales pipeline when a proposal is sent via Better Proposals. Capture and organize all relevant client information for follow-up, ensuring a smoother sales process and improved conversion rates.

Create or update opportunity in LeadConnector when proposal is sent from Better Proposals