Better Proposals + Maximizer CRM

Create Maximizer leads from new proposals in Better Proposals

This workflow between Better Proposals with Maximizer allows you to automatically convert new proposal addressees into valuable leads in Maximizer without lifting a finger. Experience the power of automation, capture vital information, streamline your sales pipeline, and watch your sales soar to new heights!

This workflow between Better Proposals with Maximizer allows you to automatically convert new proposal addressees into valuable leads in Maximizer without lifting a finger. Experience the power of automation, capture vital information, streamline your sales pipeline, and watch your sales soar to new heights!

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

    Triggers when a new proposal is created.

    TriggerScheduled
  2. automatically do this!
    Maximizer CRMMaximizer CRM
    Create Lead Entry

    Creates new Lead Entry

    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
maximizer logo
maximizer logo

About Maximizer CRM

Maximizer has fully integrated sales, marketing and customer service modules making it easy to gain deep customer insight and drive retention and loyalty within a single, affordable CRM solution.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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