Better Proposals + AgencyZoom Integration

Connect Better Proposals to AgencyZoom in 1 click

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Better Proposals + AgencyZoom Integration

Create AgencyZoom contact for new Better Proposals proposal

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

Create AgencyZoom task for new Better Proposals proposal

With this AgencyZoom and Better Proposals integration, it is easier than ever to create proposal. Now, when you create a proposal in Better Proposals, a corresponding task will be created in AgencyZoom.

This makes it easy for you to keep track of your proposal and ensure that all necessary follow-ups are made. Plus, it's a great way to keep your sales process organized and streamlined. Give it a try today!
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Better Proposals + AgencyZoom 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
  • AgencyZoom
    Add customer note in AgencyZoom
  • AgencyZoom
    Add lead note in AgencyZoom
  • AgencyZoom
    Create a task in AgencyZoom
  • AgencyZoom
    Create a personal lead in AgencyZoom
  • AgencyZoom
    Search Lead in AgencyZoom
  • AgencyZoom
    Update personal lead in AgencyZoom
3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Integrate Better Proposals & AgencyZoom In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

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