Better Proposals + LeadConnector
Create or update opportunities in LeadConnector when proposals are signed in Better Proposals
Seal deals faster and keep track of your leads with this efficient workflow between Better Proposals and LeadConnector. Once a proposal is signed in Better Proposals, this automation will add or update an opportunity in LeadConnector, ensuring your sales pipeline stays up-to-date and your team can quickly follow up on new opportunities. Stay organized and make sure no lead falls through the cracks with this time-saving solution.
Seal deals faster and keep track of your leads with this efficient workflow between Better Proposals and LeadConnector. Once a proposal is signed in Better Proposals, this automation will add or update an opportunity in LeadConnector, ensuring your sales pipeline stays up-to-date and your team can quickly follow up on new opportunities. Stay organized and make sure no lead falls through the cracks with this time-saving solution.
- When this happens...Proposal Signed
Triggers when a proposal is signed.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Proposal
Triggers when a new proposal is created.
Try ItProposal Paid
Triggers when a proposal is paid.
Try ItProposal Signed
Triggers when a proposal is signed.
Try ItIn PipelineRequired
Moved to Stage
Try It
Proposal Opened
Triggers when a proposal is opened.
Try ItProposal Sent
Triggers when a proposal is sent.
Try ItCompanyRequired
Short Description
Brand
Cover
Template
Currency
Add Tax to the Proposal?
Tax Name (e.g. VAT, IVA, GST)
Tax Percentage
Recipient First Name
Recipient Last Name
Recipient Email Address
Eligible to Sign
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date Of Birth
