LeadConnector + Proposify
Add/update opportunities in LeadConnector when proposals are won in Proposify
Boost your sales efficiency with this intuitive workflow. When a proposal is won in Proposify, it instantly updates or adds an opportunity in the LeadConnector system. This seamless process not only saves you time but also ensures no favorable prospect slips through unnoticed. Experience an enhanced sales management routine by integrating these platforms today!
Boost your sales efficiency with this intuitive workflow. When a proposal is won in Proposify, it instantly updates or adds an opportunity in the LeadConnector system. This seamless process not only saves you time but also ensures no favorable prospect slips through unnoticed. Experience an enhanced sales management routine by integrating these platforms today!
- When this happens...Proposal Won
Triggers when a proposal is accepted by a client.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
- Free forever for core features
- 14 day trial for premium features & apps
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
