Better Proposals + Customerly Integration

Connect Better Proposals to Customerly in 1 click

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Better Proposals + Customerly Integration

Create Customerly contact for new Better Proposals proposal

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

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

When you create a contact in Customerly, 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 + Customerly 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
  • Customerly
    Lead is created in Customerly Instant
  • Customerly
    User is created in Customerly Instant
  • Customerly
    User is tagged in Customerly Instant
  • Customerly
    User is unsubscribed in Customerly Instant
  • Customerly
    Lead converted to user in Customerly Instant
2.
  • Better Proposals
    Create proposal in Better Proposals
  • Customerly
    Create user in Customerly
  • Customerly
    Add tag to user in Customerly
  • Customerly
    Create lead in Customerly
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