LeadConnector + Proposify
Create proposals in Proposify when pipeline stages change in LeadConnector
When a lead progresses in the LeadConnector platform, instantly generate a tailored proposal in Proposify with this effortless workflow. This automation makes sure you never miss a beat in your sales process by swiftly reacting to changing pipeline stages and providing a prepared proposal, saving you time and increasing efficiency. Seamlessly transform lead progression into a potential business deal ensuring effective follow-ups.
When a lead progresses in the LeadConnector platform, instantly generate a tailored proposal in Proposify with this effortless workflow. This automation makes sure you never miss a beat in your sales process by swiftly reacting to changing pipeline stages and providing a prepared proposal, saving you time and increasing efficiency. Seamlessly transform lead progression into a potential business deal ensuring effective follow-ups.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Proposal
Creates a new proposal.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
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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
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Client Created
Triggers when a user creates a new client.
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