Better Proposals + Zengine Integration

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Better Proposals + Zengine Integration

Create Zengine record for new Better Proposals proposal

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

Create Better Proposals proposal for new Zengine record

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 Zengine? With this integration, you can!

When you create a record in Zengine, 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 + Zengine 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
  • Zengine
    Record is created in Zengine Instant
  • Zengine
    Record is updated in Zengine Instant
  • Zengine
    Task is created in Zengine Instant
  • Zengine
    Event is created in Zengine Instant
2.
  • Better Proposals
    Create proposal in Better Proposals
  • Zengine
    Create record in Zengine
  • Zengine
    Delete record in Zengine
  • Zengine
    Update record in Zengine
  • Zengine
    Upload file to field in Zengine
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