Better Proposals + SharpSpring
Create or update SharpSpring leads when new Better Proposals proposals are sent
Effortlessly manage your leads by connecting Better Proposals and SharpSpring with this powerful workflow. Whenever you send a proposal in Better Proposals, it will create or update a lead in SharpSpring, ensuring your marketing and sales efforts are always in sync. Save time and streamline your processes with this easy-to-use automation.
Effortlessly manage your leads by connecting Better Proposals and SharpSpring with this powerful workflow. Whenever you send a proposal in Better Proposals, it will create or update a lead in SharpSpring, ensuring your marketing and sales efforts are always in sync. Save time and streamline your processes with this easy-to-use automation.
- When this happens...Proposal Sent
Triggers when a proposal is sent.
- automatically do this!Create/Update Lead
Create a Lead in SharpSpring or update by email address.
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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 ItNew Account
A new Account is created in SharpSpring.
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
New Email Open Event
When a lead opens an email in SharpSpring.
Try It
