Better Proposals + SharpSpring

Create or update SharpSpring leads when new Better Proposals proposals are sent

Effortlessly manage your leads by connecting Better Proposals and SharpSpring with this powerful workflow. Whenever you send a proposal in Better Proposals, it will create or update a lead in SharpSpring, ensuring your marketing and sales efforts are always in sync. Save time and streamline your processes with this easy-to-use automation.

Effortlessly manage your leads by connecting Better Proposals and SharpSpring with this powerful workflow. Whenever you send a proposal in Better Proposals, it will create or update a lead in SharpSpring, ensuring your marketing and sales efforts are always in sync. Save time and streamline your processes with this easy-to-use automation.

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

    Triggers when a proposal is sent.

    TriggerScheduled
  2. automatically do this!
    SharpSpringSharpSpring
    Create/Update Lead

    Create a Lead in SharpSpring or update by email address.

    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
sharpspring logo
sharpspring logo

About SharpSpring

Powerful, affordable marketing tools for marketing agencies and SMBs. Features include email automation, lead capture, and a built in CRM system.
Learn more

Related categories

  • Marketing Automation

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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