LeadConnector + Proposify
Create and manage LeadConnector contacts when new proposals are made in Proposify
Streamline your sales process with this efficient workflow. As soon as a new proposal is created in Proposify, the details of the associated contact will be added or updated in LeadConnector. This ensures all your contacts are managed in one place, saving time and reducing duplication of efforts. This automation allows you to focus further on growing your business, knowing your contact management is well taken care of.
Streamline your sales process with this efficient workflow. As soon as a new proposal is created in Proposify, the details of the associated contact will be added or updated in LeadConnector. This ensures all your contacts are managed in one place, saving time and reducing duplication of efforts. This automation allows you to focus further on growing your business, knowing your contact management is well taken care of.
- When this happens...Proposal Created
Triggers when a proposal is created.
- 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
