Better Proposals + Zoho CRM + Zoho Cliq Integrations
How to connect Better Proposals + Zoho CRM + Zoho Cliq
Zapier lets you send info between Better Proposals and Zoho CRM and Zoho Cliq automatically—no code required. With 6,000+ supported apps, the possibilities are endless.
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Do even more with Better Proposals + Zoho CRM + Zoho Cliq
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Better Proposals, Zoho CRM, and Zoho Cliq. And don’t forget that you can add more apps and actions to create complex workflows.
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 Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
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 Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try It
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How Better Proposals + Zoho CRM + Zoho Cliq Integrations Work
- Step 1: Authenticate Better Proposals, Zoho CRM, and Zoho Cliq.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
