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Better Proposals + Agile CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Better Proposals and Agile CRM.

Connect Better Proposals + Agile CRM in Minutes

It's easy to connect Better Proposals + Agile CRM and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

New Proposal

Triggers when a new proposal is created.

Proposal Paid

Triggers when a proposal is paid.

Proposal Signed

Triggers when a proposal is signed.

InstantChanging Any Deal Milestone

Changing any milestone in Agile CRM should be triggered.

New Contact

Triggers when a new contact is add in AgileCRM.

Proposal Opened

Triggers when a proposal is opened.

Proposal Sent

Triggers when a proposal is sent.

Changed Deal Milestone

Triggers when a Deal reaches a specific milestone you choose.

New Case

Triggers when a new case is added in Agile CRM.

New Deal

Triggers when a new Deal is added in AgileCRM.

How Better Proposals + Agile CRM Integrations Work

  1. Step 1: Authenticate Better Proposals + Agile CRM.
    (30 seconds)
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)
  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)
  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)
  5. That’s it! More time to work on other things.
Connect Better Proposals + Agile CRM