Better Proposals + Projekly Integration

Connect Better Proposals to Projekly in 1 click

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Popular Better Proposals + Projekly Workflows

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Projekly + Better Proposals Integration

Create Better Proposals proposal for new Projekly client

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 Projekly? With this integration, you can!

When you create a client in Projekly, 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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Better Proposals + Projekly Integration

Create Projekly client for new Better Proposals proposal

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

Create Projekly task for new Better Proposals proposal

With this Projekly 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 Projekly.

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 + Projekly 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
  • Projekly
    Client is created in Projekly
  • Projekly
    Lead is created in Projekly
  • Projekly
    Event is created in Projekly
  • Projekly
    Invoice is created in Projekly
  • Projekly
    Task is created in Projekly
  • Projekly
    Project is created in Projekly
  • Projekly
    Product is created in Projekly
2.
  • Better Proposals
    Create proposal in Better Proposals
  • Projekly
    Update product in Projekly
  • Projekly
    Search product in Projekly
  • Projekly
    Update project in Projekly
  • Projekly
    Search project in Projekly
  • Projekly
    Update invoice in Projekly
  • Projekly
    Search invoice in Projekly
  • Projekly
    Create event in Projekly
  • Projekly
    Create invoice in Projekly
  • Projekly
    Create task in Projekly
  • Projekly
    Create project in Projekly
  • Projekly
    Create product in Projekly
  • Projekly
    Create client in Projekly
  • Projekly
    Create ticket in Projekly
  • Projekly
    Create employee in Projekly
  • Projekly
    Create lead in Projekly
3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
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750 Tasks
in $19.99
Integrately
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2,000 Tasks
in $19.99

Integrate Better Proposals & Projekly In 1 Click
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Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

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