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Create or update client record in Notion from Proposify when proposal is won

Create or update client record in Notion from Proposify when proposal is won

Create or update client records in Notion when a proposal is won in Proposify. Capture all relevant client details and pricing information, ensuring accurate data management for faster onboarding and clearer reporting.

Create or update client record in Notion from Proposify when proposal is won

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Overview

Create or update client records in Notion when a proposal is won in Proposify. Capture all relevant client details and pricing information, ensuring accurate data management for faster onboarding and clearer reporting.

Create or update client record in Notion from Proposify when proposal is won