Create tasks in Maximizer when clients comment on proposals in Proposify
Supercharge your sales process with this game-changing workflow. Whenever clients comment on proposals in Proposify, this seamless automation generates tasks on the corresponding contacts in Maximizer, ensuring you never miss a beat. Stay organized, streamline communication, and build stronger connections as you effortlessly track and promptly respond to client feedback, resulting in accelerated deal closure and enhanced customer satisfaction.
Supercharge your sales process with this game-changing workflow. Whenever clients comment on proposals in Proposify, this seamless automation generates tasks on the corresponding contacts in Maximizer, ensuring you never miss a beat. Stay organized, streamline communication, and build stronger connections as you effortlessly track and promptly respond to client feedback, resulting in accelerated deal closure and enhanced customer satisfaction.
- When this happens...Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
- automatically do this!Create Hotlist Task
Creates new Hotlist Task for Address Book/Opportunity/Lead/Case entry
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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