Better Proposals + LionDesk Integration

Connect Better Proposals to LionDesk in 1 click

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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
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2.

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Ready Workflows Ready Workflows   for Better Proposals + LionDesk Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
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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Automations

Top 10 Most Popular Better Proposals Automations from
Integrately Community

Just click on the workflow you want to automate

Better Proposals logo
Google Sheets logo
Create Google Sheets row for new Better Proposals proposal
Activate
Better Proposals logo
PerfexCRM logo
Create PerfexCRM contact for new Better Proposals proposal
Activate
CompanyHub logo
Better Proposals logo
Create Better Proposals proposal for new CompanyHub deal
Activate
Better Proposals logo
Bitrix24 logo
Create Bitrix24 contact for new Better Proposals proposal
Activate
Salesflare logo
Better Proposals logo
Create Better Proposals proposal for new Salesflare opportunity
Activate
Better Proposals logo
Google Sheets logo
Create Google Sheets row for new Better Proposals proposal
Activate
Better Proposals logo
PerfexCRM logo
Create PerfexCRM contact for new Better Proposals proposal
Activate
CompanyHub logo
Better Proposals logo
Create Better Proposals proposal for new CompanyHub deal
Activate
Better Proposals logo
Bitrix24 logo
Create Bitrix24 contact for new Better Proposals proposal
Activate
Salesflare logo
Better Proposals logo
Create Better Proposals proposal for new Salesflare opportunity
Activate
Better Proposals logo
Xero logo
Create Xero sales invoice from new Better Proposals proposal
Activate
Better Proposals logo
CompanyHub logo
Create CompanyHub contact for new Better Proposals proposal
Activate
Better Proposals logo
CompanyHub logo
Create CompanyHub record for new Better Proposals proposal
Better Proposals logo
CompanyHub logo
Create CompanyHub deal for new Better Proposals proposal
CompanyHub logo
Better Proposals logo
Create Better Proposals proposal for new CompanyHub company
Better Proposals logo
Xero logo
Create Xero sales invoice from new Better Proposals proposal
Activate
Better Proposals logo
CompanyHub logo
Create CompanyHub contact for new Better Proposals proposal
Activate
Better Proposals logo
CompanyHub logo
Create CompanyHub record for new Better Proposals proposal
Better Proposals logo
CompanyHub logo
Create CompanyHub deal for new Better Proposals proposal
CompanyHub logo
Better Proposals logo
Create Better Proposals proposal for new CompanyHub company

Top 10 Most Popular LionDesk Automations from
Integrately Community

Most popularmost-popular-automations
01
Elementor Forms logo
LionDesk logo
Create LionDesk contact for new Elementor Forms form submission
02
WPForms logo
LionDesk logo
Create LionDesk contact for new WPForms form submission
03
WordPress logo
LionDesk logo
Create LionDesk contact for new WordPress user
04
Webflow (Legacy) logo
LionDesk logo
Create LionDesk contact for new Webflow form submission
05
Convertful logo
LionDesk logo
Create LionDesk contact for new Convertful form submission
cloud
LionDesk
app integration
06
LionDesk logo
RingCentral logo
Send RingCentral message for new LionDesk contact
07
Mautic logo
LionDesk logo
Create LionDesk contact for new Mautic form submission
08
GroovePages logo
LionDesk logo
Create LionDesk contact for new GroovePages response
09
HappyForms logo
LionDesk logo
Create LionDesk contact for new HappyForms form submission
10
Swipe Pages logo
LionDesk logo
Create LionDesk contact for new Swipe Pages response
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Want to automate something else in your workflow?

You Can Also Connect Better Proposals or LionDesk With 1400+ Other Apps

Better Proposals
Better Proposals
Better Proposals lets you create professional proposals in minutes. Create, edit and send a new proposal in 3 easy steps. All the basic information you need to include is already there!
LionDesk
LionDesk
LionDesk is a leading Sales Execution Platform used by sales teams around the world to power all their sales processes, from lead generation & management to productivity & collaboration.