Better Proposals + Referral Rock Integration

Connect Better Proposals to Referral Rock in 1 click

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Better Proposals + Referral Rock Integration

Create Referral Rock contact for new Better Proposals proposal

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

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

When you create a contact in Referral Rock, 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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Create Your Own Better Proposals & Referral Rock Integration In Clicks

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Better Proposals + Referral Rock 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
  • Referral Rock
    Member is created in Referral Rock Instant
  • Referral Rock
    Member is updated in Referral Rock Instant
  • Referral Rock
    Referral is created in Referral Rock Instant
  • Referral Rock
    Referral is updated in Referral Rock Instant
  • Referral Rock
    Reward is created in Referral Rock Instant
  • Referral Rock
    Reward is updated in Referral Rock Instant
2.
  • Better Proposals
    Create proposal in Better Proposals
  • Referral Rock
    Add member in Referral Rock
  • Referral Rock
    Search member in Referral Rock
  • Referral Rock
    Add referral in Referral Rock
  • Referral Rock
    Add potential invite in Referral Rock
  • Referral Rock
    Update referral in Referral Rock
  • Referral Rock
    Search referral in Referral Rock
  • Referral Rock
    Search program in Referral Rock
  • Referral Rock
    Unsubscribe email in Referral Rock
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