Better Proposals + Real Geeks Integration

Connect Better Proposals to Real Geeks in 1 click

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Better Proposals + Real Geeks Integration

Create Real Geeks contact for new Better Proposals proposal

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

Create Better Proposals proposal for new Real Geeks contact

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 Real Geeks? With this integration, you can!

When you create a contact in Real Geeks, 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 + Real Geeks 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
  • Real Geeks
    Lead is created in Real Geeks
2.
  • Better Proposals
    Create proposal in Better Proposals
  • Real Geeks
    Create a lead in Real Geeks
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