Better Proposals + Capsule CRM
Create opportunities in Capsule CRM from newly-sent proposals in Better Proposals
Save time and effort with this Zap, which automatically creates an opportunity in Capsule CRM each time you send a new proposal in Better Proposals. If the linked contact doesn't already exist in Capsule, this Zap will create it, without the need for manual data entry work.
Save time and effort with this Zap, which automatically creates an opportunity in Capsule CRM each time you send a new proposal in Better Proposals. If the linked contact doesn't already exist in Capsule, this Zap will create it, without the need for manual data entry work.
- When this happens...Proposal Sent
Triggers when a proposal is sent.
- automatically do this!Create Opportunity
Creates a new Opportunity.
- Free forever for core features
- 14 day trial for premium features & apps
New Proposal
Triggers when a new proposal is created.
Try ItProposal Paid
Triggers when a proposal is paid.
Try ItProposal Signed
Triggers when a proposal is signed.
Try ItActionRequired
Try It
Proposal Opened
Triggers when a proposal is opened.
Try ItProposal Sent
Triggers when a proposal is sent.
Try ItCompanyRequired
Short Description
Brand
Cover
Template
Currency
Add Tax to the Proposal?
Tax Name (e.g. VAT, IVA, GST)
Tax Percentage
Recipient First Name
Recipient Last Name
Recipient Email Address
Eligible to Sign
ActionRequired
Try It
