Better Proposals + Syncro Integration

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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.

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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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Better Proposals + Syncro 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
  • 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
2.
  • Better Proposals
    Create proposal in Better Proposals
  • Syncro
    Create customer in Syncro
  • Syncro
    Search customer in Syncro
  • Syncro
    Create ticket in Syncro
  • Syncro
    Create lead in Syncro
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