Better Proposals + Keap

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.

  1. When this happens...
    KeapKeap
    New Contact

    Triggers when a new contact is created.

    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
keap logo
keap logo

About Keap

Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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