Better Proposals + Marketo

Create proposals in Better Proposals for new leads in Marketo

Effortlessly manage new leads and create proposals in a seamless workflow with this Marketo and Better Proposals integration. When a new lead is created in Marketo, this automation will generate a professional proposal in Better Proposals, saving you time and ensuring a consistent approach in handling potential clients. Streamline your lead management and proposal creation process with this efficient and effective solution.

Effortlessly manage new leads and create proposals in a seamless workflow with this Marketo and Better Proposals integration. When a new lead is created in Marketo, this automation will generate a professional proposal in Better Proposals, saving you time and ensuring a consistent approach in handling potential clients. Streamline your lead management and proposal creation process with this efficient and effective solution.

  1. When this happens...
    MarketoMarketo
    New Lead

    Triggers when a new lead is created.

    TriggerScheduled
  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
marketo logo
marketo logo

About Marketo

Marketo's marketing automation software helps marketers engage customers and prospects.
Learn moreHelp

Related categories

  • Marketing Automation

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