Better Proposals
When this happens...
SharpSpringNew Form Fillout Event
Then do this...
Better ProposalsCreate a Proposal

Spending too much time generating proposals for clients? Use Zapier to deliver your quotes faster by creating a Better Proposals proposal as soon as a prospect completes your SharpSpring form.

How this SharpSpring-Better Proposals integration works

  1. Someone submits a SharpSpring form
  2. Zapier generates a proposal in Better Proposals

Apps involved

  • SharpSpring
  • Better Proposals

Why Zapier?

Free

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Easy

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Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
Proposal Paid

Triggers when a proposal is paid.

Create Account

Create an Account in SharpSpring.

Proposal Opened

Triggers when a proposal is opened.

Create/Update Lead

Create a Lead in SharpSpring or update by email address.

Proposal Signed

Triggers when a proposal is signed.

Create/Update Opportunity

Create or optionally update an Opportunity in SharpSpring. If an opportunity already exists in SharpSpring with the specified name, that opportunity will be updated.

You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".

New Account

A new Account is created in SharpSpring.

Create Campaign

Create a new Campaign in SharpSpring.

New Page Visit Event

When a lead visits a new page in SharpSpring.

Create a Proposal

Creates a new proposal.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.

Powerful, affordable marketing tools for marketing agencies and SMBs. Features include email automation, lead capture, and a built in CRM system.

See SharpSpring Integrations