GoProposal and Salesflare

How to connect GoProposal

When new Contact Created in GoProposal, find or create contact in Salesflare.
When contact Updated in GoProposal, find or create contact in Salesflare.
When new Draft Proposal Created in GoProposal, create opportunity in Salesflare.
When new Live Proposal Sent in GoProposal, create opportunity in Salesflare.
When new Proposal Created in GoProposal, create opportunity in Salesflare.
When proposal Manually Marked as Won in GoProposal, create opportunity in Salesflare.

GoProposal enables accountants to price consistently & eliminate scope creep.

Start a workflow when this happens

AML Check Ready — Triggers when an AML (Anti-Money Laundering) check is ready for a proposal in GoProposal.
Contact Deleted — Triggers when a contact is deleted in GoProposal.
Contact Updated — Triggers when a contact is updated in GoProposal.
Follow-Up Date Reminder — Triggers when a follow-up date reminder fires for a proposal in GoProposal.
New Contact Created — Triggers when a new contact is created in GoProposal.

Show 11 more triggers

New Draft Proposal Created — Triggers when a draft proposal is created in GoProposal.
New Live Proposal Sent — Triggers when a live proposal is sent to a client in GoProposal.
New Proposal Created — Triggers when any proposal (live or draft) is created in GoProposal.
Proposal Deleted — Triggers when a proposal is deleted in GoProposal.
Proposal Lost — Triggers when a proposal is marked as lost in GoProposal.
Proposal Made Live and Sent — Triggers when a proposal is made live and sent to a client in GoProposal.
Proposal Manually Marked as Won — Triggers when a proposal is manually marked as won in GoProposal.
Proposal Resent — Triggers when a proposal is resent to a client in GoProposal.
Proposal Signed — Triggers when a proposal is signed by a client in GoProposal.
Proposal Superseded — Triggers when a proposal is superseded by a new version in GoProposal.
Proposal Won — Triggers when a proposal is won (Letter of Engagement signed) in GoProposal.

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