Better Proposals + Freshsales Suite

Create new Better Proposals proposals for Freshsales Suite contacts instantly

Save time and streamline your sales process by automating proposal creation for new contacts in Freshsales Suite. With this workflow, every time you add a new contact in Freshsales Suite, a proposal will be automatically generated in Better Proposals. Stay organized and efficient as you focus on growing your business and building relationships with clients.

Save time and streamline your sales process by automating proposal creation for new contacts in Freshsales Suite. With this workflow, every time you add a new contact in Freshsales Suite, a proposal will be automatically generated in Better Proposals. Stay organized and efficient as you focus on growing your business and building relationships with clients.

  1. When this happens...
    Freshsales SuiteFreshsales Suite
    New Contact

    Triggers when a new contact is created and retrieves 1,000 records in a single polling.

    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?
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    • Include Contact Details

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Select ModuleRequired

    • Unique IdentifierRequired

    • File NameRequired

    • File PathRequired

    • Share with team

    Action
    Write
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
freshsales-suite logo
freshsales-suite logo

About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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