17hats + Better Proposals
Create proposals in Better Proposals from updated contacts in 17hats
Effortlessly keep your proposals up-to-date with this seamless integration between 17hats and Better Proposals. Each time a contact is updated in 17hats, a proposal will be created instantly in Better Proposals, ensuring your sales materials always reflect the latest information. Say goodbye to manual data entry and focus on winning more clients with this time-saving workflow.
Effortlessly keep your proposals up-to-date with this seamless integration between 17hats and Better Proposals. Each time a contact is updated in 17hats, a proposal will be created instantly in Better Proposals, ensuring your sales materials always reflect the latest information. Say goodbye to manual data entry and focus on winning more clients with this time-saving workflow.
- When this happens...Updated Contact
Triggers when an already existing contact is updated.
- automatically do this!Create a Proposal
Creates a new proposal.
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New Contact
Triggers when a new contact is created.
Try ItIs Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
New Proposal
Triggers when a new proposal is created.
Try It
Updated Contact
Triggers when an already existing contact is updated.
Try ItContactRequired
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
Proposal Opened
Triggers when a proposal is opened.
Try It
