Better Proposals + Keap Max Classic Integration

Connect Better Proposals to Keap Max Classic in 1 click

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Popular Better Proposals + Keap Max Classic Workflows

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Better Proposals + Keap Max Classic Integration

Create Keap Max Classic contact for new Better Proposals proposal

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

Create Better Proposals proposal for new Keap Max Classic opportunity

Are you a Keap Max Classic user who also uses Better Proposals for proposal writing? If so, we have some great news for you! This integration will allow you to create proposal in Better Proposals directly from opportunity in Keap Max Classic.

This means that you can save time by automatically creating proposal based on the information contained in your opportunity. Plus, it's easy to get started - simply click activate and connect your Keap Max Classic and Better Proposals accounts.
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Keap Max Classic + Better Proposals Integration

Create Better Proposals proposal for new Keap Max Classic 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 Keap Max Classic? With this integration, you can!

When you create a contact in Keap Max Classic, 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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Keap Max Classic + Better Proposals Integration

Create Better Proposals proposal for new Keap Max Classic company

If your company uses Keap Max Classic, and you need to create proposal, there's an easy way to do it using Better Proposals. When you create a new company in Keap Max Classic, 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.
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Better Proposals + Keap Max Classic 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
  • Keap Max Classic
    Invoice is paid in Keap Max Classic
  • Keap Max Classic
    Tag is applied to contact in Keap Max Classic Instant
  • Keap Max Classic
    Contact is created in Keap Max Classic
  • Keap Max Classic
    Invoice is created in Keap Max Classic
  • Keap Max Classic
    Opportunity is created in Keap Max Classic
  • Keap Max Classic
    Tag is created in Keap Max Classic
  • Keap Max Classic
    Company is created in Keap Max Classic
  • Keap Max Classic
    Subscription is created in Keap Max Classic
  • Keap Max Classic
    Product is created in Keap Max Classic
  • Keap Max Classic
    Affiliate is added in Keap Max Classic
2.
  • Better Proposals
    Create proposal in Better Proposals
  • Keap Max Classic
    Create payment in Keap Max Classic
  • Keap Max Classic
    Create contact in Keap Max Classic
  • Keap Max Classic
    Tag existing contact in Keap Max Classic
  • Keap Max Classic
    Create or Update Contact in Keap Max Classic
  • Keap Max Classic
    Update contact in Keap Max Classic
  • Keap Max Classic
    Remove tag from contact in Keap Max Classic
  • Keap Max Classic
    Get contact details by id in Keap Max Classic
  • Keap Max Classic
    Apply tags to contact in Keap Max Classic
  • Keap Max Classic
    Search tag in Keap Max Classic
  • Keap Max Classic
    Create note in Keap Max Classic
  • Keap Max Classic
    Create order in Keap Max Classic
  • Keap Max Classic
    Create company in Keap Max Classic
  • Keap Max Classic
    Create product in Keap Max Classic
  • Keap Max Classic
    Search contact in Keap Max Classic
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