Better Proposals + AgencyZoom Integration

Connect Better Proposals to AgencyZoom in 1 click

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Use premium features free for 14 daysUse premium features free for 14 days.
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
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2.

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Ready Workflows Ready Workflows   for Better Proposals + AgencyZoom Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
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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Automations

Top 10 Most Popular Better Proposals Automations from
Integrately Community

Just click on the workflow you want to automate

Better Proposals logo
Google Sheets logo
Create Google Sheets row for new Better Proposals proposal
Activate
Better Proposals logo
PerfexCRM logo
Create PerfexCRM contact for new Better Proposals proposal
Activate
CompanyHub logo
Better Proposals logo
Create Better Proposals proposal for new CompanyHub deal
Activate
Better Proposals logo
Bitrix24 logo
Create Bitrix24 contact for new Better Proposals proposal
Activate
Salesflare logo
Better Proposals logo
Create Better Proposals proposal for new Salesflare opportunity
Activate
Better Proposals logo
Google Sheets logo
Create Google Sheets row for new Better Proposals proposal
Activate
Better Proposals logo
PerfexCRM logo
Create PerfexCRM contact for new Better Proposals proposal
Activate
CompanyHub logo
Better Proposals logo
Create Better Proposals proposal for new CompanyHub deal
Activate
Better Proposals logo
Bitrix24 logo
Create Bitrix24 contact for new Better Proposals proposal
Activate
Salesflare logo
Better Proposals logo
Create Better Proposals proposal for new Salesflare opportunity
Activate
Better Proposals logo
Xero logo
Create Xero sales invoice from new Better Proposals proposal
Activate
Better Proposals logo
CompanyHub logo
Create CompanyHub contact for new Better Proposals proposal
Activate
Better Proposals logo
CompanyHub logo
Create CompanyHub record for new Better Proposals proposal
Better Proposals logo
CompanyHub logo
Create CompanyHub deal for new Better Proposals proposal
CompanyHub logo
Better Proposals logo
Create Better Proposals proposal for new CompanyHub company
Better Proposals logo
Xero logo
Create Xero sales invoice from new Better Proposals proposal
Activate
Better Proposals logo
CompanyHub logo
Create CompanyHub contact for new Better Proposals proposal
Activate
Better Proposals logo
CompanyHub logo
Create CompanyHub record for new Better Proposals proposal
Better Proposals logo
CompanyHub logo
Create CompanyHub deal for new Better Proposals proposal
CompanyHub logo
Better Proposals logo
Create Better Proposals proposal for new CompanyHub company

Top 10 Most Popular AgencyZoom Automations from
Integrately Community

Most popularmost-popular-automations
01
Trello logo
AgencyZoom logo
Create AgencyZoom task for new Trello checklist
02
Google Sheets logo
AgencyZoom logo
Create AgencyZoom contact for new Google Sheets row
03
CompanyHub logo
AgencyZoom logo
Create AgencyZoom contact for new CompanyHub record
04
Salesforce logo
AgencyZoom logo
Create AgencyZoom contact for new Salesforce record
05
Airtable logo
AgencyZoom logo
Create AgencyZoom contact for new Airtable record
cloud
AgencyZoom
app integration
06
Wassenger logo
AgencyZoom logo
Create AgencyZoom note for new Wassenger message
07
WaliChat  logo
AgencyZoom logo
Create AgencyZoom note for new WaliChat message
08
PulpoChat logo
AgencyZoom logo
Create AgencyZoom note for new PulpoChat message
09
Ringover logo
AgencyZoom logo
Create AgencyZoom note for new Ringover message
10
Bulldog-WP  logo
AgencyZoom logo
Create AgencyZoom note for new Bulldog-WP message
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
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750 Tasks
in $19.99
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2,000 Tasks
in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Better Proposals or AgencyZoom With 1400+ Other Apps

Better Proposals
Better Proposals
Better Proposals lets you create professional proposals in minutes. Create, edit and send a new proposal in 3 easy steps. All the basic information you need to include is already there!
AgencyZoom
AgencyZoom
AgencyZoom is a comprehensive insurance agency management system. With its user-friendly interface and advanced features, it empowers insurance agents to optimize workflow, increase sales, automate tasks, and gain valuable insights.