Better Proposals + EngageBay Marketing

Create proposals in Better Proposals for new EngageBay Marketing form submissions

Effortlessly manage your leads and proposals with this time-saving process that connects EngageBay Marketing and Better Proposals. When a new form submission is received in EngageBay Marketing, a proposal is instantly generated in Better Proposals. This seamless automation lets you concentrate on crafting the perfect proposal, while effectively handling your leads.

Effortlessly manage your leads and proposals with this time-saving process that connects EngageBay Marketing and Better Proposals. When a new form submission is received in EngageBay Marketing, a proposal is instantly generated in Better Proposals. This seamless automation lets you concentrate on crafting the perfect proposal, while effectively handling your leads.

  1. When this happens...
    EngageBay MarketingEngageBay Marketing
    New Form Submission

    Triggered every time a new form submission occurs.

    TriggerScheduled
  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.
Learn moreHelp

Related categories

  • Proposal & Invoice Management
engagebay-marketing logo
engagebay-marketing logo

About EngageBay Marketing

EngageBay is a simple, affordable all-in-one marketing and sales software built for small businesses.
Learn moreHelp

Related categories

  • Marketing Automation

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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