Better Proposals + Metroleads Integration

Connect Better Proposals to Metroleads in 1 click

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Better Proposals + Metroleads Integration

Create Metroleads lead for new Better Proposals proposal

If your business uses Better Proposals to create proposal, you'll want to make sure that your Metroleads account is up-to-date with the latest lead information. This will ensure that you can track and measure each proposal's success rate and ultimately close more sales.

But what if you could automatically create a lead in Metroleads each time you created a proposal? With this integration, you can! When you create a new proposal in Better Proposals, Integrately will automatically create a new lead in Metroleads.
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Better Proposals + Metroleads Integration
1.
  • Better Proposals
    Proposal is signed in Better Proposals
  • Better Proposals
    Proposal is created in Better Proposals
  • Better Proposals
    Proposal is sent in Better Proposals
  • Better Proposals
    Proposal is opened in Better Proposals
2.
  • Better Proposals
    Create proposal in Better Proposals
  • Metroleads
    Create lead in Metroleads
  • Metroleads
    Search lead in Metroleads
  • Metroleads
    Assign a lead in Metroleads
  • Metroleads
    Update lead in Metroleads
  • Metroleads
    Get recent leads in Metroleads
  • Metroleads
    Unassign a lead in Metroleads
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