Better Proposals + Holded Integration

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Better Proposals + Holded Integration

Create Holded contact for new Better Proposals proposal

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

Create Holded deal for new Better Proposals proposal

With this integration, whenever a proposal is created in Better Proposals, it can be automatically create an deal in Holded. This saves time and ensures that your proposal and deal are always in sync.

Having your proposal and deal data in the same system makes it easy to track the progress of your sales pipeline and make decisions about where to focus your efforts. With seamless integration between Better Proposals and Holded, you'll be able to work smarter, not harder.
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Better Proposals + Holded 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
  • Holded
    Purchase is created in Holded
  • Holded
    Invoice is created in Holded
2.
  • Better Proposals
    Create proposal in Better Proposals
  • Holded
    Create contact in Holded
  • Holded
    Search contact by email in Holded
  • Holded
    Update contact in Holded
  • Holded
    Search contact by phone in Holded
  • Holded
    Create sales invoice in Holded
  • Holded
    Create purchase invoice in Holded
  • Holded
    Create deal in Holded
  • Holded
    Create credit note in Holded
  • Holded
    Mark invoice as paid in Holded
  • Holded
    Send invoice in Holded
  • Holded
    Create sales receipt in Holded
  • Holded
    Mark credit note as paid in Holded
  • Holded
    Create quote in Holded
  • Holded
    Create sales order in Holded
  • Holded
    Create product in Holded
  • Holded
    Create event in Holded
  • Holded
    Create payment in Holded
  • Holded
    Create employee in Holded
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