Notify team, create task in ClickUp, and log deal in Google Sheets when proposal is won in Proposify
Notify team, create task in ClickUp, and log deal in Google Sheets when proposal is won in Proposify
Track proposal wins in Proposify, create tasks in ClickUp, notify your team via Slack, and log deal details in Google Sheets. This workflow accelerates invoicing and keeps your team informed, enhancing overall efficiency.
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Overview
Track proposal wins in Proposify, create tasks in ClickUp, notify your team via Slack, and log deal details in Google Sheets. This workflow accelerates invoicing and keeps your team informed, enhancing overall efficiency.