Better Proposals + Keap

Manage paid Better Proposals by creating or updating contacts in Keap

Effortlessly manage your contacts after a proposal payment takes place in Better Proposals. With this automation, each time a proposal payment is processed in Better Proposals, a contact will be created or updated in Keap. This streamlines your management process, ensuring valuable information is efficiently captured and stored in your CRM.

Effortlessly manage your contacts after a proposal payment takes place in Better Proposals. With this automation, each time a proposal payment is processed in Better Proposals, a contact will be created or updated in Keap. This streamlines your management process, ensuring valuable information is efficiently captured and stored in your CRM.

  1. When this happens...
    Better ProposalsBetter Proposals
    Proposal Paid

    Triggers when a proposal is paid.

    TriggerScheduled
  2. automatically do this!
    KeapKeap
    Create or Update Contact

    Creates a new contact or updates an existing contact.

    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 more

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 more

Related categories

  • CRM (Customer Relationship Management)

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