It is very easy to sync Better Proposals with Google Sheets. Here’s a quick guide on how to do it:
- Navigate to the left-side panel, then click 'Create'.
- Select 'Zaps' from the list of options.
- After that, tap the 'Trigger' tab to start the integration process.
- Search for 'Better Proposals' and choose it from the recommended matches.
- Next, specify your preferred 'Trigger Event'.
- Tap 'Sign In' afterwards.
- Subsequently, enter the API token associated with your account and then tap 'Yes, Continue to Better Proposals'.
- Click 'Test Trigger' afterwards.
- Following that, tap 'Continue' to proceed further.
- Search for 'Google Sheets' and then select it as the Action app.
- Next, click the drop-down menu and choose the 'Action Event' you wish to use.
- Tap 'Sign In' afterwards, then log into your Google account.
- Subsequently, click 'Allow' to agree with the terms and grant the necessary permissions.
- One by one, fill out the input fields with the required details to set up the Action accordingly.
- Once done, tap 'Continue' to publish and enable the integration.
- After completing these steps, your Better Proposals account will be synced with Google Sheets.