Better Proposals + Zoho CRM Integration

Connect Better Proposals to Zoho CRM - Automate your workflows in 1-click

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Create Zoho CRM contact for new Better Proposals proposal

If your business uses Better Proposals to create proposal, you'll want to make sure that your Zoho CRM 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 Zoho CRM 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 Zoho CRM.

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Create Zoho CRM module for new Better Proposals proposal

Better Proposals + Zoho CRM Integration

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

When you create a contact in Zoho CRM, 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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Proposal is signed in Better Proposals
Proposal is created in Better Proposals
Proposal is sent in Better Proposals
Proposal is opened in Better Proposals
Contact is created in Zoho CRM
Contact is updated in Zoho CRM
Module entry is created/updated in Zoho CRM Instant
Module entry is updated in Zoho CRM Instant
Module entry is added in Zoho CRM Instant
Lead is created in Zoho CRM
Lead is updated in Zoho CRM
User is created in Zoho CRM

Create proposal in Better Proposals
Create or Update Lead in Zoho CRM
Add attachment in Zoho CRM
Create module entry in Zoho CRM
Create or Update Module Entry in Zoho CRM
Update module entry in Zoho CRM
Search module entry in Zoho CRM
Get module entry by Id in Zoho CRM
Create or Update Contact in Zoho CRM
Search contact in Zoho CRM
Convert lead in Zoho CRM
Search lead in Zoho CRM
Add note to module entry in Zoho CRM
Add tag in Zoho CRM

3x-10x Less Expensive Than Zapier

Zapier

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

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Integrate Better Proposals & Zoho CRM 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 & Zoho CRM with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

Want to automate something else in your workflow?

You Can Also Connect Better Proposals or Zoho CRM With 1100+ Other Apps

Better Proposals lets you create professional proposals in minutes. Create, edit and send a new proposal in 3 easy steps. All the basic information you need to include is already there!

See Better Proposals Integrations

ZohoCRM is a simple and easy-to-use CRM software that provides you with everything you need to manage your contacts. You can create, store, and share contacts through the web interface or on the mobile app.

See Zoho CRM Integrations