Better Proposals + LeadConnector
Add or update LeadConnector contacts when new proposals are signed in Better Proposals
Initiate a seamless connection between Better Proposals and LeadConnector with this workflow. As soon as a proposal gets signed in Better Proposals, a new contact is added or updated in LeadConnector, keeping the records up-to-date. This automation refines your sales approach, saving you time in managing client data and boosting your sales productivity.
Initiate a seamless connection between Better Proposals and LeadConnector with this workflow. As soon as a proposal gets signed in Better Proposals, a new contact is added or updated in LeadConnector, keeping the records up-to-date. This automation refines your sales approach, saving you time in managing client data and boosting your sales productivity.
- When this happens...Proposal Signed
Triggers when a proposal is signed.
- 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
