Integrate Better Proposals with HelpCrunch
Send information between Better Proposals and HelpCrunch automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Better Proposals and HelpCrunch 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
Customer created
Triggers when a new customer is created
All Actions - Actions are the automated tasks
Create proposal
Creates a new proposal
Add customer
Adds a new customer
Update customer
Updates the details of an existing customer
Fetch customer
Fetches the details of an existing customer
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 HelpCrunch?
HelpCrunch is a communication platform for customer service and sales that provides live chat, in-app messenger, ticketing, and email automation.
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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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Sales Director, Artico
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
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CEO, iDAYit
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
