Better Proposals + LeadConnector
Add new signed proposals in Better Proposals to LeadConnector as campaign leads
Streamline your sales process with this efficient workflow. When a proposal is signed in Better Proposals, it instantly adds a lead to a specific campaign in LeadConnector. This automation ensures timely client follow-ups and management, enhancing your sales pipeline while saving you time and effort. Embrace this workflow to keep your leads organized and your campaigns targeted.
Streamline your sales process with this efficient workflow. When a proposal is signed in Better Proposals, it instantly adds a lead to a specific campaign in LeadConnector. This automation ensures timely client follow-ups and management, enhancing your sales pipeline while saving you time and effort. Embrace this workflow to keep your leads organized and your campaigns targeted.
- When this happens...Proposal Signed
Triggers when a proposal is signed.
- automatically do this!Add Lead to Campaign
Adds a lead to an existing campaign.
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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
