Better Proposals + SharpSpring

Create or update SharpSpring opportunities when new proposals are signed in Better Proposals

When a proposal gets signed in Better Proposals, this workflow promptly creates or updates an opportunity in SharpSpring. This automatic process not only saves time but ensures that all your opportunity data in SharpSpring stays up-to-date with real-time updates from Better Proposals. Expedite your sales cycle and stay on top of each client interaction with this streamlined solution.

When a proposal gets signed in Better Proposals, this workflow promptly creates or updates an opportunity in SharpSpring. This automatic process not only saves time but ensures that all your opportunity data in SharpSpring stays up-to-date with real-time updates from Better Proposals. Expedite your sales cycle and stay on top of each client interaction with this streamlined solution.

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

    Triggers when a proposal is signed.

    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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