Create proposals in Better Proposals for new entries in Cognito Forms
Save time and effort by streamlining your proposal creation process with this automation. When a new entry is submitted in Cognito Forms, a proposal will be generated in Better Proposals, eliminating the need for manual data entry. Keep your sales funnel moving smoothly while you focus on closing deals.
Save time and effort by streamlining your proposal creation process with this automation. When a new entry is submitted in Cognito Forms, a proposal will be generated in Better Proposals, eliminating the need for manual data entry. Keep your sales funnel moving smoothly while you focus on closing deals.
- When this happens...New Entry
Triggers when someone fills out your form.
- automatically do this!Create a Proposal
Creates a new proposal.
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