Better Proposals + Agiled Integration

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Better Proposals + Agiled Integration

Create Agiled contact for new Better Proposals proposal

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

Create Agiled task for new Better Proposals proposal

With this Agiled 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 Agiled.

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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Agiled + Better Proposals Integration

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

When you create a contact in Agiled, 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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Better Proposals + Agiled 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
  • Agiled
    Employee is created in Agiled Instant
  • Agiled
    Task is created in Agiled Instant
  • Agiled
    Contact is created in Agiled Instant
  • Agiled
    Invoice is created in Agiled Instant
  • Agiled
    Project is created in Agiled Instant
  • Agiled
    Product is created in Agiled Instant
  • Agiled
    Ticket is created in Agiled Instant
  • Agiled
    Contract is created in Agiled Instant
  • Agiled
    Estimate is created in Agiled Instant
  • Agiled
    Account is created in Agiled
  • Agiled
    CRM source is created in Agiled
  • Agiled
    CRM status is created in Agiled
  • Agiled
    Sales agent is created in Agiled
2.
  • Better Proposals
    Create proposal in Better Proposals
  • Agiled
    Create contact in Agiled
  • Agiled
    Update contact in Agiled
  • Agiled
    Delete contact in Agiled
  • Agiled
    Create task in Agiled
  • Agiled
    Delete task in Agiled
  • Agiled
    Update task in Agiled
  • Agiled
    Create employee in Agiled
  • Agiled
    Delete employee in Agiled
  • Agiled
    Update employee in Agiled
  • Agiled
    Create project in Agiled
  • Agiled
    Update project in Agiled
  • Agiled
    Delete project in Agiled
  • Agiled
    Create Invoice in Agiled
  • Agiled
    Update Invoice in Agiled
  • Agiled
    Delete invoice in Agiled
  • Agiled
    Create ticket in Agiled
  • Agiled
    Update ticket in Agiled
  • Agiled
    Delete ticket in Agiled
  • Agiled
    Create estimate in Agiled
  • Agiled
    Update estimate in Agiled
  • Agiled
    Delete estimate in Agiled
  • Agiled
    Create contract in Agiled
  • Agiled
    Update contract in Agiled
  • Agiled
    Delete contract in Agiled
  • Agiled
    Create expense in Agiled
  • Agiled
    Update expense in Agiled
  • Agiled
    Delete expense in Agiled
  • Agiled
    Create product in Agiled
  • Agiled
    Update product in Agiled
  • Agiled
    Delete product in Agiled
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