Create proposals in Better Proposals for new contacts in Keap
Effortlessly streamline your sales process with this Keap to Better Proposals workflow. Whenever a new contact is added in Keap, a proposal will be created in Better Proposals. Save time and focus on closing deals, as this automation seamlessly manages the proposal creation process for each new prospect.
Effortlessly streamline your sales process with this Keap to Better Proposals workflow. Whenever a new contact is added in Keap, a proposal will be created in Better Proposals. Save time and focus on closing deals, as this automation seamlessly manages the proposal creation process for each new prospect.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create a Proposal
Creates a new proposal.
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