LeadConnector + Proposify
Update LeadConnector contacts when proposals are lost in Proposify
Keep your lead management updated with this workflow. As soon as a proposal is marked as lost in Proposify, it prompts an action to create or update a contact in LeadConnector. This paves the way for continuous lead nurturing, ensuring no potential customer is missed. It effectively bridges your sales proposals and lead management, streamlining your processes and conserving valuable time.
Keep your lead management updated with this workflow. As soon as a proposal is marked as lost in Proposify, it prompts an action to create or update a contact in LeadConnector. This paves the way for continuous lead nurturing, ensuring no potential customer is missed. It effectively bridges your sales proposals and lead management, streamlining your processes and conserving valuable time.
- When this happens...Proposal Lost
Triggers when a Proposal is declined by a client.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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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
