Create new Better Proposals proposals for Freshsales Suite contacts instantly
Save time and streamline your sales process by automating proposal creation for new contacts in Freshsales Suite. With this workflow, every time you add a new contact in Freshsales Suite, a proposal will be automatically generated in Better Proposals. Stay organized and efficient as you focus on growing your business and building relationships with clients.
Save time and streamline your sales process by automating proposal creation for new contacts in Freshsales Suite. With this workflow, every time you add a new contact in Freshsales Suite, a proposal will be automatically generated in Better Proposals. Stay organized and efficient as you focus on growing your business and building relationships with clients.
- When this happens...New Contact
Triggers when a new contact is created and retrieves 1,000 records in a single polling.
- automatically do this!Create a Proposal
Creates a new proposal.
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