Better Proposals + Salesflare
Add new Salesflare opportunities to Better Proposals as proposals
When a prospect asks for a proposal, you have to get the information over to them as quickly as possible to strike while the iron is hot. This Zapier automation does most of the hard work for you by automatically creating a proposal in Better Proposals when a new opportunity is created in Salesflare. This is a massive time-saver: all you need to do is double check the details, finish the specifics, and hit send.
When a prospect asks for a proposal, you have to get the information over to them as quickly as possible to strike while the iron is hot. This Zapier automation does most of the hard work for you by automatically creating a proposal in Better Proposals when a new opportunity is created in Salesflare. This is a massive time-saver: all you need to do is double check the details, finish the specifics, and hit send.
- When this happens...New Opportunity
Triggers when a new opportunity has arrived.
- automatically do this!Create a Proposal
Creates a new proposal.
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