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.
- When this happens...New Form Submission
Triggered every time a new form submission occurs.
- automatically do this!Create a Proposal
Creates a new proposal.
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Try ItNew Contact
Triggers when a new contact is added to your account upon confirmation (has completed any applicable double opt-ins).
Try ItNew Event
Triggers when a new event is added to your account upon confirmation.
Try ItNew Task
Triggers when a new task is added in the EngageBay.
Try It