Better Proposals + CRM Connector
Trigger new proposals in Better Proposals and create or update contacts in CRM Connector
Streamline your client management by connecting Better Proposals with CRM Connector. With this workflow, each time a new proposal is made in Better Proposals, an existing contact is updated or a new one is created in CRM Connector. This not only saves time but also ensures that your customer data stays up-to-date, making your business operations more organized and efficient.
Streamline your client management by connecting Better Proposals with CRM Connector. With this workflow, each time a new proposal is made in Better Proposals, an existing contact is updated or a new one is created in CRM Connector. This not only saves time but also ensures that your customer data stays up-to-date, making your business operations more organized and efficient.
- When this happens...New Proposal
Triggers when a new proposal is created.
- automatically do this!Create or Update Contact
Creates a new contact, updates an existing contact if exists.
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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 ItGroup
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
GroupRequired
Try It
