Better Proposals + Syncro Integration

Connect Better Proposals to Syncro 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
  • Syncro
    Customer is created in Syncro
  • Syncro
    Ticket is created in Syncro Instant
  • Syncro
    Ticket status is changed in Syncro Instant
  • Syncro
    Ticket is marked as resolved in Syncro Instant
  • Syncro
    RMM alert is created in Syncro Instant
  • Syncro
    Invoice is created in Syncro Instant
  • Syncro
    Payment is made in Syncro Instant
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2.

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Ready Workflows Ready Workflows   for Better Proposals + Syncro Integration

Just click on the workflow you want to automate

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

Create Syncro customer for new Better Proposals proposal

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

Create Better Proposals proposal for new Syncro customer

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 Syncro? With this integration, you can!

When you create a customer in Syncro, 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 Syncro Automations from
Integrately Community

Most popularmost-popular-automations
01
Syncro logo
MailerLite Classic logo
Create MailerLite Classic contact for new Syncro invoice
02
Syncro logo
Wave logo
Create Wave invoice for new Syncro invoice
03
Google Sheets logo
Syncro logo
Create Syncro customer for new Google Sheets row
04
CompanyHub logo
Syncro logo
Create Syncro customer for new CompanyHub record
05
Salesforce logo
Syncro logo
Create Syncro customer for new Salesforce record
cloud
Syncro
app integration
06
EasyCSV logo
Syncro logo
Create Syncro customer for new EasyCSV data
07
Bubble logo
Syncro logo
Create Syncro customer for new Bubble data thing
08
PostgreSQL logo
Syncro logo
Create Syncro customer for new PostgreSQL row
09
SeaTable logo
Syncro logo
Create Syncro customer for new SeaTable row
10
Shoplazza logo
Syncro logo
Create Syncro customer from new Shoplazza customer
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
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 Syncro 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!
Syncro
Syncro
Syncro is the integrated business platform for running a profitable MSP. With PSA, RMM & remote access all in one affordable package, Syncro is perfect for any business looking to streamline its operations.