Better Proposals + PersistIQ Integration

Connect Better Proposals to PersistIQ 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
  • PersistIQ
    Prospect is created in PersistIQ
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2.

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Ready Workflows Ready Workflows   for Better Proposals + PersistIQ Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Better Proposals + PersistIQ Integration

Create PersistIQ prospect for new Better Proposals proposal

If your business uses Better Proposals to create proposal, you'll want to make sure that your PersistIQ account is up-to-date with the latest prospect 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 prospect in PersistIQ 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 prospect in PersistIQ.
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PersistIQ + Better Proposals Integration

Create Better Proposals proposal for new PersistIQ prospect

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 PersistIQ? With this integration, you can!

When you create a prospect in PersistIQ, 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 PersistIQ Automations from
Integrately Community

Most popularmost-popular-automations
01
PersistIQ logo
ClickSend SMS logo
Send ClickSend SMS message for new PersistIQ prospect
02
PersistIQ logo
Twilio logo
Send Twilio sms for new PersistIQ prospect
03
PersistIQ logo
SendGrid logo
Send SendGrid email for new PersistIQ prospect
04
PersistIQ logo
Manychat logo
Send ManyChat message for new PersistIQ prospect
05
PersistIQ logo
SMTP logo
Send SMTP email for new PersistIQ prospect
cloud
PersistIQ
app integration
06
PersistIQ logo
Online Live Support logo
Send Online Live Support message for new PersistIQ prospect
07
PersistIQ logo
WhatsGrow logo
Send WhatsGrow message for new PersistIQ prospect
08
PersistIQ logo
Telnyx logo
Send Telnyx message for new PersistIQ prospect
09
PersistIQ logo
SMS Idea logo
Send SMS Idea message for new PersistIQ prospect
10
PersistIQ logo
sms77 logo
Send sms77 message for new PersistIQ prospect
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 PersistIQ 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!
PersistIQ
PersistIQ
PersistIQ ielps you reach, engage and convert prospects through intelligent email outreach. We are the first platform to combine the power of smart communication and workflow in one easy-to-use system.