Insightly + Better Proposals Integration

Connect Insightly to Better Proposals in 1 click

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Popular Insightly + Better Proposals Workflows

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Better Proposals + Insightly Integration

Create Insightly contact for new Better Proposals proposal

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

Create Insightly task for new Better Proposals proposal

With this Insightly and Better Proposals integration, it is easier than ever to create proposal. Now, when you create a proposal in Better Proposals, a corresponding task will be created in Insightly.

This makes it easy for you to keep track of your proposal and ensure that all necessary follow-ups are made. Plus, it's a great way to keep your sales process organized and streamlined. Give it a try today!
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Better Proposals + Insightly Integration

Create Insightly opportunity for new Better Proposals proposal

With this integration, whenever a proposal is created in Better Proposals, it can be automatically create an opportunity in Insightly. This saves time and ensures that your proposal and opportunity are always in sync.

Having your proposal and opportunity data in the same system makes it easy to track the progress of your sales pipeline and make decisions about where to focus your efforts. With seamless integration between Better Proposals and Insightly, you'll be able to work smarter, not harder.
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Insightly + Better Proposals Integration

Create Better Proposals proposal for new Insightly opportunity

Are you a Insightly user who also uses Better Proposals for proposal writing? If so, we have some great news for you! This integration will allow you to create proposal in Better Proposals directly from opportunity in Insightly.

This means that you can save time by automatically creating proposal based on the information contained in your opportunity. Plus, it's easy to get started - simply click activate and connect your Insightly and Better Proposals accounts.
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Insightly + Better Proposals Integration

Create Better Proposals proposal for new Insightly organisation

If your company uses Insightly, and you need to create proposal, there's an easy way to do it using Better Proposals. When you create a new organisation in Insightly, this integration will automatically create a proposal for you in Better Proposals.

You can then modify the proposal as needed, and send it to your potential clients. This saves you time and effort, since you don't have to create the proposal manually or switch between programs to create the proposal.
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Insightly + Better Proposals Integration

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

When you create a contact in Insightly, 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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Insightly + Better Proposals Integration
1.
  • Insightly
    Task is created in Insightly
  • Insightly
    Lead is created in Insightly
  • Insightly
    Lead is updated in Insightly
  • Insightly
    Opportunity is created in Insightly
  • Insightly
    Organisation is added in Insightly
  • Insightly
    Organisation is updated in Insightly
  • Insightly
    Contact is updated in Insightly
  • Insightly
    Contact is created in Insightly
  • Insightly
    Project is created in Insightly
  • 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
2.
  • Insightly
    Create contact in Insightly
  • Insightly
    Search contact in Insightly
  • Insightly
    Create opportunity in Insightly
  • Insightly
    Search opportunity in Insightly
  • Insightly
    Create lead in Insightly
  • Insightly
    Search lead in Insightly
  • Insightly
    Create task in Insightly
  • Insightly
    Search user in Insightly
  • Insightly
    Create organisation in Insightly
  • Insightly
    Search organisation in Insightly
  • Insightly
    Create project in Insightly
  • Insightly
    Search project in Insightly
  • Insightly
    Get contact by id in Insightly
  • Better Proposals
    Create proposal in Better Proposals
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