Better Proposals + Wealthbox CRM

Create proposals in Better Proposals for new contacts in Wealthbox CRM

Easily streamline your sales process by integrating Wealthbox CRM and Better Proposals. This workflow is designed to create a new proposal in Better Proposals whenever a new contact is added to Wealthbox CRM. Save time and effort by automating the proposal creation process, allowing you to focus on winning more business.

Easily streamline your sales process by integrating Wealthbox CRM and Better Proposals. This workflow is designed to create a new proposal in Better Proposals whenever a new contact is added to Wealthbox CRM. Save time and effort by automating the proposal creation process, allowing you to focus on winning more business.

  1. When this happens...
    Wealthbox CRMWealthbox CRM
    New Contact

    Triggers when a new contact is created.

    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?
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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
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wealthbox logo

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
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Related categories

  • CRM (Customer Relationship Management)

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