Better Proposals + Check Cherry

Create proposals in Better Proposals for new leads added in Check Cherry

Bringing new leads to fruition is streamlined with this workflow between Check Cherry and Better Proposals. Once a fresh lead is added to your Check Cherry database, this process is initiated, immediately creating a suitable proposal in Better Proposals. Not only can this save you time, but it also ensures immediate follow-up, aiding in the conversion process. Best of all, this process is seamless in its automation, requiring no additional interaction from you.

Bringing new leads to fruition is streamlined with this workflow between Check Cherry and Better Proposals. Once a fresh lead is added to your Check Cherry database, this process is initiated, immediately creating a suitable proposal in Better Proposals. Not only can this save you time, but it also ensures immediate follow-up, aiding in the conversion process. Best of all, this process is seamless in its automation, requiring no additional interaction from you.

  1. When this happens...
    Check CherryCheck Cherry
    New Lead Is Added to Check Cherry

    Triggers when a new lead is added via contact form, incomplete signup, or manually. Note that incomplete signups are delayed by approximately 20 minutes in order to allow time to finish checkout.

    TriggerInstant
  2. automatically do this!
    Better ProposalsBetter Proposals
    Create a Proposal

    Creates a new proposal.

    ActionWrite
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Supported triggers and actions

What does this mean?
better-proposals logo
better-proposals logo

About Better Proposals

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

  • Proposal & Invoice Management
check-cherry logo
check-cherry logo

About Check Cherry

Check Cherry is the all-in-one platform to manage your Photobooth, Photography Studio, Mobile DJ business and more. Includes online booking, beautiful proposals, and a customer portal.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier