Better Proposals + Maximizer CRM

Create Maximizer contacts from new proposals sent in Better Proposals

Supercharge your sales pipeline with this seamless workflow that automates the conversion of Better Proposals recipients into valuable Maximizer contacts. Empower your team with a comprehensive customer view within Maximizer, enabling them to sell more efficiently and effectively. Say goodbye to manual data entry and unlock accelerated sales growth today.

Supercharge your sales pipeline with this seamless workflow that automates the conversion of Better Proposals recipients into valuable Maximizer contacts. Empower your team with a comprehensive customer view within Maximizer, enabling them to sell more efficiently and effectively. Say goodbye to manual data entry and unlock accelerated sales growth today.

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

    Triggers when a proposal is sent.

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

    Creates new company, individual or contact in your Address Book

    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.
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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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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