Better Proposals + B2BBricks Integration

Connect Better Proposals to B2BBricks - Automate your workflows in 1-click

Better Proposals automations help you generate professional proposals quickly, send automated invoices, and track payments efficiently. Make use of B2BBricks automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Get the best of both with Integrately’s Better Proposals + B2BBricks integration.
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Better Proposals + B2BBricks Integration

Create B2BBricks response for new Better Proposals proposal

If your business uses Better Proposals to create proposal, you'll want to make sure that your B2BBricks account is up-to-date with the latest response 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 response in B2BBricks 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 response in B2BBricks.
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Better Proposals + B2BBricks Integration
1.
  • Better Proposals
    Proposal is signed in Better Proposals

    Initiates the automation process whenever a proposal document is signed

  • Better Proposals
    Proposal is created in Better Proposals

    Triggers the automation whenever a new proposal is created

  • Better Proposals
    Proposal is sent in Better Proposals

    Triggers the automation whenever a proposal is sent

  • Better Proposals
    Proposal is opened in Better Proposals

    Triggers the automation whenever a proposal is opened

2.
  • Better Proposals
    Create proposal in Better Proposals

    Automatically generates a new proposal

  • B2BBricks
    Create response in B2BBricks

    Automatically generates a response based on pre-set parameters and conditions

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