Integrate Better Proposals with ConvergeHub
Send information between Better Proposals and ConvergeHub automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Better Proposals and ConvergeHub using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Proposal created
Triggers when a new proposal is created
Proposal opened
Triggers when a proposal is opened
Proposal signed
Triggers when a proposal is signed
Proposal sent
Triggers when a proposal is sent
New lead
Triggers when a new lead is created
New target
Triggers when a new target is created
New account
Triggers when a new account is created
New event
Triggers when a new event is created
New contact
Triggers when new contact is created
All Actions - Actions are the automated tasks
Create proposal
Creates a new proposal
Create contact
Creates a new contact
Create event
Creates a new event
Create target
Creates a new target
Create lead
Creates a new lead
Create account
Creates a new account
Update lead
Updates the details of an existing lead
Fetch target
Fetches an existing target by ID
Fetch contact
Fetches an existing contact by ID
Fetch account
Fetches an existing account by ID
Fetch event
Fetches an existing event by ID
Fetch lead
Fetches an existing lead by ID
What is Better Proposals?
Better Proposals is a web-based application that lets you create beautiful, high-converting, easy-to-sign proposals in minutes instead of hours.
What is ConvergeHub?
ConvergeHub is CRM software that lets you send customized campaigns, track payments, and collaborate with employees, partners and customers.
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