Better Proposals + Freshsales Suite

Create new Freshsales Suite deals when proposals are sent in Better Proposals

When a proposal is sent via Better Proposals, this automation will instantaneously create a deal in the Freshsales Suite. Streamline your sales process and save valuable time by allowing the software to handle the monotonous tasks for you. Experience a seamless integration process that provides a clear and succinct solution to enhance your productivity.

When this happens...
Proposal Sent
Triggers when a proposal is sent.
TriggerScheduled
automatically do this!
Create Deal
Creates a new deal.
ActionWrite

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Supported triggers and actions

What does this mean?

New Proposal
Triggers when a new proposal is created.
Trigger
Scheduled
Try It
Proposal Paid
Triggers when a proposal is paid.
Trigger
Scheduled
Try It
Proposal Signed
Triggers when a proposal is signed.
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It

- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It

- TitleRequired
- Associated ModuleRequired
- Attendees EmailRequired
- From DateRequired
- To DateRequired
- Targetable IdRequired
- Location
- Description
- Time Zone
- Outcome
Action
Write
- Associated ModuleRequired
- Targetable IdRequired
- TitleRequired
- Due DateRequired
- Owner IdRequired
- Outcome IdRequired
- Description
- Task Type
- Collaborators
Action
Write
- Module NameRequired
Action
Write
- Associated ModuleRequired
- Targetable IdRequired
- TitleRequired
- Owner IdRequired
- Start DateRequired
- End DateRequired
- Sales Activity TypeRequired
- Outcome
- Location
- Collaborators
- Notes
Action
Write
- Unique Identifer NameRequired
- Unique IdentifierRequired
- Event NameRequired
- Additional Event Properties
Action
Write
- Update ByRequired
- Enter Account Name /Account IDRequired
Action
Write
- Deal IDRequired
Action
Write
- Search ByRequired
- Enter Account ID / NameRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Search or write

Proposal Opened
Triggers when a proposal is opened.
Trigger
Scheduled
Try It
Proposal Sent
Triggers when a proposal is sent.
Trigger
Scheduled
Try It
- CompanyRequired
- Short Description
- Brand
- Cover
- Template
- Currency
- Add Tax to the Proposal?
- Tax Name (e.g. VAT, IVA, GST)
- Tax Percentage
- Recipient First Name
- Recipient Last Name
- Recipient Email Address
- Eligible to Sign
Action
Write
- 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
- Update ByRequired
- Enter Email / Contact IDRequired
- NoteRequired
Action
Write
- Name
Action
Write
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Write
- Name
- Deal Value
Action
Write
- Associated moduleRequired
- Enter NoteRequired
- Targetable IdRequired
Action
Write
- Update ByRequired
- Enter Email / Contact ID / Mobile Number / External IDRequired
- Do You Want to Update Lifecycle Stage and Status
- Choose one of the operation
- List Name
Action
Write
- Email ID of the UserRequired
Action
Search
- Find ByRequired
- Enter Name / Deal IDRequired
Action
Search
- Search ByRequired
- Enter Account ID / NameRequired
- Name
Action
Search or write

About Better Proposals

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

Learn more Help

Related categories

Proposal & Invoice Management

About Freshsales Suite

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Related Zap Templates

Create new Better Proposals proposals for Freshsales Suite contacts instantly

Related Zap Templates

Create new Better Proposals proposals for Freshsales Suite contacts instantly

Better Proposals + Freshsales Suite

Create new Freshsales Suite deals when proposals are sent in Better Proposals

New Proposal

Proposal Paid

Proposal Signed

Contacts Added to a List

New Account

Contact Updated

New Deal

Create Meeting

Location

Description

Time Zone

Outcome

Create Task

Description

Task Type

Collaborators

Create a Record on Custom Module

Create Custom Sales Activity

Outcome

Location

Collaborators

Notes

Create a Marketing Event

Additional Event Properties

Update Account

Update Deal

Find Account

Find Contact by Unique Fields

Search the matching Contacts

First Name

Last Name

Work Number

Mobile Number

Emails

Do You Want to Update Lifecycle Stage and Status

Do You Want To Add Contact To List

List Name

Proposal Opened

Proposal Sent

Create a Proposal

Short Description

Brand

Cover

Template

Currency

Add Tax to the Proposal?

Tax Name (e.g. VAT, IVA, GST)

Tax Percentage

Recipient First Name

Recipient Last Name

Recipient Email Address

Eligible to Sign

Deal Updated

Include Contact Details

Account Updated

New Contact

Add File

Share with team

Add Note to Contact

Create Account

Name

Create Contact

First Name

Last Name

Work Number

Mobile Number

Emails

Do You Want to Update Lifecycle Stage and Status

Do You Want To Add Contact To List

List Name

Create Deal

Name

Deal Value

Add Note

Update Contact

Do You Want to Update Lifecycle Stage and Status

Choose one of the operation

List Name