LeadConnector + Proposify
Create and update LeadConnector opportunities from signed proposals in Proposify
Effortlessly manage your sales process when a proposal is signed in Proposify by automatically adding or updating an opportunity in LeadConnector. This workflow streamlines your lead tracking and ensures that no important information is missed, allowing you to stay organized and focused on closing deals.
Effortlessly manage your sales process when a proposal is signed in Proposify by automatically adding or updating an opportunity in LeadConnector. This workflow streamlines your lead tracking and ensures that no important information is missed, allowing you to stay organized and focused on closing deals.
- When this happens...Proposal Signed
Triggers when a proposal is signed by a client.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
