Better Proposals + Macanta Integration

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Better Proposals + Macanta Integration

Create Macanta contact for new Better Proposals proposal

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

Create Macanta task for new Better Proposals proposal

With this Macanta 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 Macanta.

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!
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Better Proposals + Macanta 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
2.
  • Better Proposals
    Create proposal in Better Proposals
  • Macanta
    Create Task in Macanta
  • Macanta
    Create a Data Object in Macanta
  • Macanta
    Get Contact Details in Macanta
  • Macanta
    Edit a Data Object in Macanta
  • Macanta
    Get Data Object via Item ID in Macanta
  • Macanta
    Get Data Object by Field Value ID in Macanta
  • Macanta
    Create or Update Contact in Macanta
  • Macanta
    Create DO Note in Macanta
  • Macanta
    Create Note in Macanta
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