Better Proposals + PersistIQ Integration

Connect Better Proposals to PersistIQ in 1 click

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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.

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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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Better Proposals + PersistIQ 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
  • PersistIQ
    Prospect is created in PersistIQ
2.
  • Better Proposals
    Create proposal in Better Proposals
  • PersistIQ
    Add prospect to campaign in PersistIQ
  • PersistIQ
    Create or update prospect in PersistIQ
  • PersistIQ
    Create prospect in PersistIQ
  • PersistIQ
    Update prospect status in PersistIQ
  • PersistIQ
    Add do not contact domain in PersistIQ
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