Better Proposals + LeadConnector
Add new Better Proposals sent to LeadConnector as leads in a campaign
Increase your efficiency and never miss a potential customer again with this seamless workflow. When you send a proposal via Better Proposals, this automation helps you efficiently add that lead to a campaign in LeadConnector. You can now manage your leads more effectively, allowing you to focus on what truly matters - converting them to successful sales.
Increase your efficiency and never miss a potential customer again with this seamless workflow. When you send a proposal via Better Proposals, this automation helps you efficiently add that lead to a campaign in LeadConnector. You can now manage your leads more effectively, allowing you to focus on what truly matters - converting them to successful sales.
- When this happens...Proposal Sent
Triggers when a proposal is sent.
- automatically do this!Add Lead to Campaign
Adds a lead to an existing campaign.
- Free forever for core features
- 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
