Better Proposals + LionDesk Integration

Connect Better Proposals to LionDesk in 1 click

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Better Proposals + LionDesk Integration

Create LionDesk contact for new Better Proposals proposal

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

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

When you create a contact in LionDesk, 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 + LionDesk 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
  • LionDesk
    Contact is created in LionDesk
2.
  • Better Proposals
    Create proposal in Better Proposals
  • LionDesk
    Create new contact in LionDesk
  • LionDesk
    Find contact in LionDesk
  • LionDesk
    Start campaign in LionDesk
  • LionDesk
    Add tags in LionDesk
  • LionDesk
    Update hotness in LionDesk
  • LionDesk
    Add comment in LionDesk
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