Notify sales team in Zoom when client views proposal in Proposify, and log in Google Sheets
Notify sales team in Zoom when client views proposal in Proposify, and log in Google Sheets
Notify your sales team when a client views a proposal in Proposify, log the event in Google Sheets, and send a message in Zoom Team Chat for timely communication and follow-up, ensuring no opportunity is missed.
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Overview
Notify your sales team when a client views a proposal in Proposify, log the event in Google Sheets, and send a message in Zoom Team Chat for timely communication and follow-up, ensuring no opportunity is missed.