Create proposal-ready contact when status updates on board
Create proposal-ready contact when status updates on board
Board status changes don't create contacts, leaving prospects outside your proposal workflow. Contacts are added to the proposal system automatically so reps can start outreach within minutes.
Overview
When a status flips on your project board, prospects often remain outside your proposal workflow and outreach stalls. This flow creates proposal-ready contacts automatically so reps can send documents and begin outreach within minutes, reducing manual handoffs.