Better Proposals + Keap Max Classic
Better Proposals + Keap Max Classic
Better Proposals + Keap Max Classic integrations
Tag contacts in Keap Max Classic when new proposals are opened in Better Proposals
Boost your client relationship management with this streamlined workflow. When a proposal is opened in Better Proposals, this automation swiftly applies a tag to the corresponding contact in Keap Max Classic. This process ensures each engagement is promptly recorded, simplifying your tracking process and improving your marketing strategies.
- When this happens...Proposal OpenedTriggers when a proposal is opened.
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More things you can do with Better Proposals and Keap Max Classic
Discover other triggers and actions you can use with Better Proposals and Keap Max Classic
- New Proposal
Triggers when a new proposal is created.
Try ItTriggerPolling - Proposal Paid
Triggers when a proposal is paid.
Try ItTriggerPolling - Proposal Signed
Triggers when a proposal is signed.
Try ItTriggerPolling
- Proposal Opened
Triggers when a proposal is opened.
Try ItTriggerPolling - Proposal Sent
Triggers when a proposal is sent.
Try ItTriggerPolling - CompanyRequired
- 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
ActionWrite
About Better Proposals
Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
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