Better Proposals + Customerly Integration

Connect Better Proposals to Customerly in 1 click

Integrate Better Proposals + Customerly For Free Free forever. Use premium features free for 14 days.

Popular Better Proposals + Customerly Workflows

most-popular-automations
Better Proposals + Customerly Integration

Create Customerly contact for new Better Proposals proposal

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

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

When you create a contact in Customerly, 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!
See more
  • 1of1
Didn’t find what you were looking for?

Create Your Own Better Proposals & Customerly Integration In Clicks

Create Automation
Better Proposals + Customerly 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
  • Customerly
    Lead is created in Customerly Instant
  • Customerly
    User is created in Customerly Instant
  • Customerly
    User is tagged in Customerly Instant
  • Customerly
    User is unsubscribed in Customerly Instant
  • Customerly
    Lead converted to user in Customerly Instant
2.
  • Better Proposals
    Create proposal in Better Proposals
  • Customerly
    Create user in Customerly
  • Customerly
    Add tag to user in Customerly
  • Customerly
    Create lead in Customerly
3x-10x Less Expensive Than Zapier
Zapier
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Integrate Better Proposals & Customerly In 1 Click
And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Better Proposals & Customerly with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

Trusted by 10,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leadermost-implementableeasiest-to-do-businessbest-support