Better Proposals + SWELLEnterprise Integration

Connect Better Proposals to SWELLEnterprise 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
  • SWELLEnterprise
    Client is created in SWELLEnterprise Instant
  • SWELLEnterprise
    Client is updated in SWELLEnterprise Instant
  • SWELLEnterprise
    Client is deleted in SWELLEnterprise Instant
  • SWELLEnterprise
    Lead is created in SWELLEnterprise Instant
  • SWELLEnterprise
    Lead is updated in SWELLEnterprise Instant
  • SWELLEnterprise
    Lead is deleted in SWELLEnterprise Instant
  • SWELLEnterprise
    Invoice is created in SWELLEnterprise Instant
  • SWELLEnterprise
    Invoice is updated in SWELLEnterprise Instant
  • SWELLEnterprise
    Invoice is deleted in SWELLEnterprise Instant
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2.

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Ready Workflows Ready Workflows   for Better Proposals + SWELLEnterprise Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Better Proposals + SWELLEnterprise Integration

Create SWELLEnterprise contact for new Better Proposals proposal

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

Create Better Proposals proposal for new SWELLEnterprise company

If your company uses SWELLEnterprise, and you need to create proposal, there's an easy way to do it using Better Proposals. When you create a new company in SWELLEnterprise, this integration will automatically create a proposal for you in Better Proposals.

You can then modify the proposal as needed, and send it to your potential clients. This saves you time and effort, since you don't have to create the proposal manually or switch between programs to create the proposal.
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SWELLEnterprise + Better Proposals Integration

Create Better Proposals proposal for new SWELLEnterprise 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 SWELLEnterprise? With this integration, you can!

When you create a contact in SWELLEnterprise, 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
Pipedrive logo
Better Proposals logo
Create Better Proposals proposal for new Pipedrive deal
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
Better Proposals logo
Xero logo
Create Xero sales invoice from new Better Proposals proposal
Activate
Pipedrive logo
Better Proposals logo
Create Better Proposals proposal for new Pipedrive deal
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

Top 10 Most Popular SWELLEnterprise Automations from
Integrately Community

Most popularmost-popular-automations
01
Elementor Forms logo
SWELLEnterprise logo
Create SWELLEnterprise contact for new Elementor Forms form submission
02
Webflow (Legacy) logo
SWELLEnterprise logo
Create SWELLEnterprise contact for new Webflow form submission
03
Simvoly logo
SWELLEnterprise logo
Create SWELLEnterprise contact for new Simvoly form submission
04
WPForms logo
SWELLEnterprise logo
Create SWELLEnterprise contact for new WPForms form submission
05
Mautic logo
SWELLEnterprise logo
Create SWELLEnterprise contact for new Mautic form submission
cloud
SWELLEnterprise
app integration
06
EMBUDO.marketing logo
SWELLEnterprise logo
Create SWELLEnterprise contact for new EMBUDO.marketing form submission
07
SWELLEnterprise logo
Online Live Support logo
Send Online Live Support message for new SWELLEnterprise contact
08
SWELLEnterprise logo
Telnyx logo
Send Telnyx message for new SWELLEnterprise contact
09
SWELLEnterprise logo
SMS Idea logo
Send SMS Idea message for new SWELLEnterprise contact
10
SWELLEnterprise logo
sms77 logo
Send sms77 message for new SWELLEnterprise contact
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
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3
Automation is ready
Setup an action from Trello
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You Can Also Connect Better Proposals or SWELLEnterprise 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!
SWELLEnterprise
SWELLEnterprise
Manage your entire business, from accounting to sales and marketing in one platform. Get real-time insights on all your data and use SWELLEnterprise's powerful workflow tools to organize and automate it for you.