Better Proposals + Myphoner Integration

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Better Proposals + Myphoner Integration

Create Myphoner lead for new Better Proposals proposal

If your business uses Better Proposals to create proposal, you'll want to make sure that your Myphoner account is up-to-date with the latest lead 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 lead in Myphoner 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 lead in Myphoner.
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Better Proposals + Myphoner 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
  • Myphoner
    Lead is archived in Myphoner Instant
  • Myphoner
    Lead is marked for call back in Myphoner Instant
  • Myphoner
    Lead is lost in Myphoner Instant
  • Myphoner
    Lead is won in Myphoner Instant
2.
  • Better Proposals
    Create proposal in Better Proposals
  • Myphoner
    Create lead in Myphoner
  • Myphoner
    Mark lead as winner in Myphoner
  • Myphoner
    Mark lead as loser in Myphoner
  • Myphoner
    Search lead by email in Myphoner
  • Myphoner
    Mark lead for call back in Myphoner
  • Myphoner
    Search for lead in Myphoner
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