Restyaboard Integrations with ProsperWorks through Zapier

Restyaboard Integrations with ProsperWorks through Zapier

ProsperWorks

ProsperWorks CRM helps you and your team sell more faster by identifying, organizing and tracking contacts and sales opportunities right in Gmail. Since ProsperWorks requires far less data entry, salespeople can focus on their deals and managers can make better decisions with accurate, real-time data. Set up takes less than five minutes and there is minimal training required.

Triggers

Updated Opportunity Status

Triggers when an Opportunity's status is changed.

New Person

Triggers when a new Person is created in ProsperWorks.

Updated Lead Status

Triggers when a Lead's status is changed.

Updated Opportunity Stage

Triggers when an Opportunity's stage is changed.

New Lead

Triggers when a Lead is created in ProsperWorks.

New Opportunity

Triggers when an Opportunity is created in ProsperWorks.

Updated Contact Type

Triggers when a Person's Contact Type is updated.

Actions

Create Company

Creates a new Company.

Create Task

Creates a new Task.

Create Lead

Creates a new Lead.

Create/Update Person

Creates a new Person or, optionally, updates an existing Person. See the "When email address is already used for a Person" Action Field for details.

Create Activity

Logs a new Activity on a Person, Company, Opportunity, or Lead.

Create Opportunity

Creates a new Opportunity.

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