Better Proposals + Zoho CRM
Create new module entries in Zoho CRM when proposals are sent in Better Proposals
Easily manage your sales process with this efficient workflow. When you send a proposal using Better Proposals, a new module entry is created instantly in your Zoho CRM. This smart automation streamlines your client follow-up routine and helps to maintain accurate client records, accelerating your sales cycle and increasing efficiency.
Easily manage your sales process with this efficient workflow. When you send a proposal using Better Proposals, a new module entry is created instantly in your Zoho CRM. This smart automation streamlines your client follow-up routine and helps to maintain accurate client records, accelerating your sales cycle and increasing efficiency.
- When this happens...Proposal Sent
Triggers when a proposal is sent.
- automatically do this!Create Module Entry
Creates a new entry in a module
- Free forever for core features
- 14 day trial for premium features & apps
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
