Better Proposals + LeadConnector
Create new opportunities in LeadConnector whenever proposals are sent in Better Proposals
When a proposal is sent through Better Proposals, this workflow ensures timely tracking by updating or adding an opportunity in LeadConnector. Streamline your sales process, reducing time spent on manual data entry and enhancing lead management. Easily keep track of all your proposals in one central location for a more effective sales strategy.
When a proposal is sent through Better Proposals, this workflow ensures timely tracking by updating or adding an opportunity in LeadConnector. Streamline your sales process, reducing time spent on manual data entry and enhancing lead management. Easily keep track of all your proposals in one central location for a more effective sales strategy.
- When this happens...Proposal Sent
Triggers when a proposal is sent.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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- 14 day trial for premium features & apps
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
