Act! 365 + Better Proposals Integration

Connect Act! 365 to Better Proposals in 1 click

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Better Proposals + Act! 365 Integration

Create Act! 365 contact for new Better Proposals proposal

If your business uses Better Proposals to create proposal, you'll want to make sure that your Act! 365 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 Act! 365 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 Act! 365.
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Act! 365 + Better Proposals Integration

Create Better Proposals proposal for new Act! 365 contact

As a sales representative, you know that creating a proposal is an important step in sealing the deal. But what if you could create that proposal right within Act! 365? With this integration, you can!

When you create a contact in Act! 365, Better Proposals will automatically create a proposal for you. This makes it easy to get started and keep your proposal organized.

Ready to try it out? Get started today!
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Act! 365 + Better Proposals Integration
1.
  • Act! 365
    New contact is created in Act! 365
  • 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.
  • Act! 365
    Create contact in Act! 365
  • Better Proposals
    Create proposal in Better Proposals
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