Better Proposals + LeadConnector
Update LeadConnector opportunities when new Better Proposals proposals are paid
Activate this workflow to seamlessly update your opportunities in LeadConnector whenever a proposal gets paid in Better Proposals. This streamlines your processes, ensuring that your sales pipeline stays up to date with real-time payment information. Enhance your sales management, keep track and always stay abreast with your opportunities.
Activate this workflow to seamlessly update your opportunities in LeadConnector whenever a proposal gets paid in Better Proposals. This streamlines your processes, ensuring that your sales pipeline stays up to date with real-time payment information. Enhance your sales management, keep track and always stay abreast with your opportunities.
- When this happens...Proposal Paid
Triggers when a proposal is paid.
- 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
