Better Proposals + LeadConnector
Create new LeadConnector opportunities from new Better Proposals proposals
Create a seamless workflow between Better Proposals and LeadConnector with this automation. Each time a new proposal is submitted in Better Proposals, it will generate or update an opportunity in LeadConnector. This process helps you keep track of new business potential without needing to manually update your opportunity pipeline, saving you time and increasing productivity.
Create a seamless workflow between Better Proposals and LeadConnector with this automation. Each time a new proposal is submitted in Better Proposals, it will generate or update an opportunity in LeadConnector. This process helps you keep track of new business potential without needing to manually update your opportunity pipeline, saving you time and increasing productivity.
- When this happens...New Proposal
Triggers when a new proposal is created.
- 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
