Better Proposals + Orbit Integration

Connect Better Proposals to Orbit in 1 click

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Better Proposals + Orbit Integration

Create Orbit contact for new Better Proposals proposal

If your business uses Better Proposals to create proposal, you'll want to make sure that your Orbit account is up-to-date with the latest contact 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 contact in Orbit 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 contact in Orbit.
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Better Proposals + Orbit 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
  • Orbit
    New Activity in Orbit
2.
  • Better Proposals
    Create proposal in Better Proposals
  • Orbit
    Create Member in Orbit
  • Orbit
    Update Member in Orbit
  • Orbit
    Get a Member in Orbit
  • Orbit
    Get a Member by Identity in Orbit
  • Orbit
    Create Member Note in Orbit
  • Orbit
    Create Activity in Orbit
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