Agile CRM + Better Proposals Integration

Connect Agile CRM to Better Proposals in 1 click

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1.
  • Agile CRM
    Contact is created in Agile CRM
  • Agile CRM
    Tag is added to contact in Agile CRM
  • Agile CRM
    Deal is created in Agile CRM
  • Agile CRM
    Deal milestone is changed in Agile CRM
  • Agile CRM
    Task is created in Agile CRM
  • Agile CRM
    Event is created in Agile CRM
  • Agile CRM
    Case is created in Agile CRM
  • 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 Agile CRM + Better Proposals Integration

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Most popular automationsmost-popular-automations
Agile CRM + Better Proposals Integration

Create Better Proposals proposal for new Agile CRM deal

Are you a Agile CRM user who also uses Better Proposals for proposal writing? If so, we have some great news for you! This integration will allow you to create proposal in Better Proposals directly from deal in Agile CRM.

This means that you can save time by automatically creating proposal based on the information contained in your deal. Plus, it's easy to get started - simply click activate and connect your Agile CRM and Better Proposals accounts.
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Agile CRM + Better Proposals Integration

Create Better Proposals proposal for new Agile CRM 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 Agile CRM? With this integration, you can!

When you create a contact in Agile CRM, 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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Automations

Top 10 Most Popular Agile CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Agile CRM logo
SendGrid logo
Send SendGrid email for new Agile CRM contact
Activate
Agile CRM logo
Notion logo
Create Notion database item for new Agile CRM contact
Activate
Agile CRM logo
Google Sheets logo
Create Google Sheets row for new Agile CRM deal
Activate
Agile CRM logo
WhatsApp logo
Send WhatsApp message for new Agile CRM deal
Activate
Agile CRM logo
SMTP logo
Send SMTP email for new Agile CRM task
Activate
Agile CRM logo
SendGrid logo
Send SendGrid email for new Agile CRM contact
Activate
Agile CRM logo
Notion logo
Create Notion database item for new Agile CRM contact
Activate
Agile CRM logo
Google Sheets logo
Create Google Sheets row for new Agile CRM deal
Activate
Agile CRM logo
WhatsApp logo
Send WhatsApp message for new Agile CRM deal
Activate
Agile CRM logo
SMTP logo
Send SMTP email for new Agile CRM task
Activate
Agile CRM logo
CompanyHub logo
Create CompanyHub contact for new Agile CRM contact
Activate
Agile CRM logo
ClickUp logo
Create ClickUp task for new Agile CRM contact
Activate
Agile CRM logo
RingCentral logo
Send RingCentral message for new Agile CRM contact
Agile CRM logo
TextMagic logo
Send TextMagic message for new Agile CRM contact
Agile CRM logo
Plivo logo
Send Plivo message for new Agile CRM contact
Agile CRM logo
CompanyHub logo
Create CompanyHub contact for new Agile CRM contact
Activate
Agile CRM logo
ClickUp logo
Create ClickUp task for new Agile CRM contact
Activate
Agile CRM logo
RingCentral logo
Send RingCentral message for new Agile CRM contact
Agile CRM logo
TextMagic logo
Send TextMagic message for new Agile CRM contact
Agile CRM logo
Plivo logo
Send Plivo message for new Agile CRM contact

Top 10 Most Popular Better Proposals Automations from
Integrately Community

Most popularmost-popular-automations
01
Better Proposals logo
Google Sheets logo
Create Google Sheets row for new Better Proposals proposal
02
Better Proposals logo
PerfexCRM logo
Create PerfexCRM contact for new Better Proposals proposal
03
CompanyHub logo
Better Proposals logo
Create Better Proposals proposal for new CompanyHub deal
04
Better Proposals logo
Bitrix24 logo
Create Bitrix24 contact for new Better Proposals proposal
05
Salesflare logo
Better Proposals logo
Create Better Proposals proposal for new Salesflare opportunity
cloud
Better Proposals
app integration
06
Better Proposals logo
Xero logo
Create Xero sales invoice from new Better Proposals proposal
07
Better Proposals logo
CompanyHub logo
Create CompanyHub contact for new Better Proposals proposal
08
Better Proposals logo
CompanyHub logo
Create CompanyHub record for new Better Proposals proposal
09
Better Proposals logo
CompanyHub logo
Create CompanyHub deal for new Better Proposals proposal
10
CompanyHub logo
Better Proposals logo
Create Better Proposals proposal for new CompanyHub company
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1
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2
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3
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Want to automate something else in your workflow?

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

Agile CRM
Agile CRM
Agile CRM combines CRM features with marketing automation features, giving you the right solution to manage and grow your customer base.
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!