Better Proposals + LeadConnector

Add or update contacts in LeadConnector for new proposals in Better Proposals

Stay on top of your lead management with this efficient workflow. When a new proposal is created in Better Proposals, it promptly starts a process in LeadConnector to include or update a contact. This smooth operation improves your sales process by ensuring no potential client is overlooked, leaving you with more time to craft compelling proposals. It’s a valuable tool for maintaining a unified sales force and enhancing your lead management strategy.

Stay on top of your lead management with this efficient workflow. When a new proposal is created in Better Proposals, it promptly starts a process in LeadConnector to include or update a contact. This smooth operation improves your sales process by ensuring no potential client is overlooked, leaving you with more time to craft compelling proposals. It’s a valuable tool for maintaining a unified sales force and enhancing your lead management strategy.

  1. When this happens...
    Better ProposalsBetter Proposals
    New Proposal

    Triggers when a new proposal is created.

    TriggerScheduled
  2. automatically do this!
    LeadConnectorLeadConnector
    Add/Update Contact

    Adds or updates an existing contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Better Proposals triggers, actions, and search

    Proposal Opened

    Triggers when a proposal is opened.

    Trigger
    Scheduled
    Try It
  • Better Proposals triggers, actions, and search

    Proposal Sent

    Triggers when a proposal is sent.

    Trigger
    Scheduled
    Try It
    • CompanyRequired

    • 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

    Action
    Write
    • 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

    Action
    Write
better-proposals logo
better-proposals logo

About Better Proposals

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
Learn moreHelp

Related categories

  • Proposal & Invoice Management
leadconnector logo
leadconnector logo

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Learn moreHelp

Related categories

  • Marketing Automation

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier