Better Proposals + Insightly Integration

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

With this Insightly 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 Insightly.

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!

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

Having your proposal and opportunity 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 Insightly, you'll be able to work smarter, not harder.

If your company uses Insightly, and you need to create proposal, there's an easy way to do it using Better Proposals. When you create a new organisation in Insightly, this integration will automatically create a proposal for you in Better Proposals.

You can then modify the proposal as needed, and send it to your potential clients. This saves you time and effort, since you don't have to create the proposal manually or switch between programs to create the proposal.

When Proposal is created in Better Proposals then Search contact in Insightly and Create opportunity in Insightly

When Proposal is created in Better Proposals then Search user in Insightly and Create opportunity in Insightly

When Proposal is created in Better Proposals then Search lead in Insightly and Create opportunity in Insightly

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 Insightly? With this integration, you can!

When you create a contact in Insightly, 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!