Better Proposals + SharpSpring

Create or update SharpSpring opportunities when new Better Proposals are opened

Begin a new sales pursuit as soon as a proposal is opened in Better Proposals. This workflow creates or updates a sales opportunity in SharpSpring every time a potential client opens your proposal. This not only keeps your sales pipeline updated but also helps you respond promptly to potential leads. A streamlined and efficient process to track your proposal engagements and manage your sales opportunities.

Begin a new sales pursuit as soon as a proposal is opened in Better Proposals. This workflow creates or updates a sales opportunity in SharpSpring every time a potential client opens your proposal. This not only keeps your sales pipeline updated but also helps you respond promptly to potential leads. A streamlined and efficient process to track your proposal engagements and manage your sales opportunities.

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

    Triggers when a proposal is opened.

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

    Create or optionally update an Opportunity in SharpSpring. If an opportunity already exists in SharpSpring with the specified name, that opportunity will be updated.

    You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".

    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
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 moreHelp

Related categories

  • Marketing Automation

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