Better Proposals + LeadConnector
Update LeadConnector contacts whenever new proposals are sent in Better Proposals
Streamline your lead management process with this seamless workflow. When you send a proposal in Better Proposals, this setup instantly adds or updates the contact in LeadConnector. This automation ensures that your contact information is always up-to-date in both platforms, saving you time and enhancing your client communication. Efficiency is just a click away with this simple workflow.
Streamline your lead management process with this seamless workflow. When you send a proposal in Better Proposals, this setup instantly adds or updates the contact in LeadConnector. This automation ensures that your contact information is always up-to-date in both platforms, saving you time and enhancing your client communication. Efficiency is just a click away with this simple workflow.
- When this happens...Proposal Sent
Triggers when a proposal is sent.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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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
