Better Proposals + Redtail CRM

Create Better Proposals from new Redtail CRM activities

Easily generate proposals for new activities in your Redtail CRM with this seamless automation. When a new activity is added to your Redtail CRM, this workflow instantly creates a proposal in the Better Proposals app. Spend less time on manual tasks and more time focusing on your clients.

Easily generate proposals for new activities in your Redtail CRM with this seamless automation. When a new activity is added to your Redtail CRM, this workflow instantly creates a proposal in the Better Proposals app. Spend less time on manual tasks and more time focusing on your clients.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    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 more

Related categories

  • Proposal & Invoice Management
redtailcrm logo
redtailcrm logo

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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