Better Proposals + Circle Integration

Connect Better Proposals to Circle in 1 click

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Better Proposals + Circle Integration

Create Circle contact for new Better Proposals proposal

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

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

When you create a contact in Circle, 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 + Circle 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
  • Circle
    Space is created in Circle
  • Circle
    Member is added in Circle
  • Circle
    Member is tagged in Circle
  • Circle
    Comment is added in Circle
  • Circle
    Post is created in Circle
  • Circle
    Member charge is paid in Circle
  • Circle
    Community is created in Circle
  • Circle
    Member charge is refunded in Circle
  • Circle
    Subscription is active in Circle
  • Circle
    Subscription is canceled in Circle
  • Circle
    Subscription is past due in Circle
  • Circle
    Trial subscription is created in Circle
2.
  • Better Proposals
    Create proposal in Better Proposals
  • Circle
    Invite a member in Circle
  • Circle
    Add member to space group in Circle
  • Circle
    Add member to space in Circle
  • Circle
    Remove member from space in Circle
  • Circle
    Remove member from your community in Circle
  • Circle
    Remover member from space group in Circle
  • Circle
    Get member by id in Circle
  • Circle
    Create a post in Circle
  • Circle
    Tag a community member in Circle
  • Circle
    Create event in Circle
  • Circle
    Send direct message in Circle
  • Circle
    Search Member in Circle
  • Circle
    Untag community member in Circle
  • Circle
    Update member in Circle
  • Circle
    RSVP member to event in Circle
  • Circle
    Start group chat in Circle
  • Circle
    Update event in Circle
  • Circle
    Remove member from event in Circle
  • Circle
    Search member has a specific member tag assigned in Circle
  • Circle
    Search member of space group in Circle
  • Circle
    Create comment in Circle
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