Better Proposals + Interact

Create proposals in Better Proposals for new leads in Interact

Streamline your sales process with this workflow that creates proposals for new leads in Interact. Each time a new lead is added, a personalized proposal is generated in Better Proposals, allowing you to focus on closing deals without manual work. Stay efficient and boost your chances of success by providing tailored proposals to every potential client.

Streamline your sales process with this workflow that creates proposals for new leads in Interact. Each time a new lead is added, a personalized proposal is generated in Better Proposals, allowing you to focus on closing deals without manual work. Stay efficient and boost your chances of success by providing tailored proposals to every potential client.

  1. When this happens...
    InteractInteract
    New Lead

    Triggers when a new lead is collected from quiz.

    TriggerInstant
  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
interact logo
interact logo

About Interact

Create quizzes to generate leads with Interact. Send those leads directly into your marketing automation or CRM platform.
Learn moreHelp

Related categories

  • Forms & Surveys

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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