Better Proposals + Microsoft Office 365 Integration

Q: Can I automatically sync Better Proposals signatures to Microsoft Office 365 contacts?

Yes, you can automatically sync signed proposals to Microsoft Office 365 contacts. Start with a ready automation in one click or customize your flow with Integrately AI.

Q: Can I connect Better Proposals, Microsoft Office 365, and HubSpot?

Yes, all three apps work together seamlessly in multi-step workflows. Trigger actions from Better Proposals, send emails in Microsoft Office 365, log deals in HubSpot, and 1,500+ other apps.

Q: What is a good Zapier alternative for Better Proposals and Microsoft Office 365?

Integrately is a top-rated alternative for Better Proposals and Microsoft Office 365 integrations, offering 20 million+ ready templates, 24/5 live chat, and 3x to 10x lower cost.

Q: How does Better Proposals handle proposal events for automation?

Better Proposals triggers workflows when proposals are signed, created, sent, or opened. You can use these events to drive actions in Microsoft Office 365 and other connected apps.

Q: Can I use Microsoft Office 365 calendar events to trigger Better Proposals actions?

Yes, when calendar events end or update in Microsoft Office 365, you can trigger actions like creating new proposals in Better Proposals automatically.

Q: Can I set up this integration without writing any code?

Yes, connecting Better Proposals and Microsoft Office 365 requires no coding. Use ready automation templates or describe your exact process to Integrately AI.

Q: Is the Better Proposals and Microsoft Office 365 integration free?

Yes, the Better Proposals and Microsoft Office 365 integration is available on the Integrately free forever plan with access to ready workflows and multi-step automations.

Integrate Better Proposals to Microsoft Office 365 in one click, or tell Integrately AI how you want each proposal handled. Send emails, create calendar events, and update contacts automatically.

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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
Email is received in Microsoft Office 365
Calendar event is ended in Microsoft Office 365
Calendar event is about to start in Microsoft Office 365
Email is created in Microsoft Office 365
Calendar event is created in Microsoft Office 365
Calendar event is started in Microsoft Office 365
Calendar event is updated in Microsoft Office 365
Contact is created in Microsoft Office 365
Contact is updated in Microsoft Office 365

Create proposal in Better Proposals
Retrieve Event Attachment in Microsoft Office 365
Retrieve Message Attachment in Microsoft Office 365
Send email in Microsoft Office 365
Create draft email in Microsoft Office 365
Create event in Microsoft Office 365
Create contact in Microsoft Office 365
Update contact in Microsoft Office 365
Search contact in Microsoft Office 365

Trusted by experts at...

Ready Workflows for Better Proposals + Microsoft Office 365 Integration

Track signed proposals, send confirmation emails, create calendar events, and update contacts, all in just one click.

Create Microsoft Office 365 contact for new Better Proposals proposal

If your business uses Better Proposals to create proposal, you'll want to make sure that your Microsoft Office 365 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 Microsoft Office 365 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 Microsoft Office 365.

Activate

Create Better Proposals proposal for new Microsoft Office 365 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 Microsoft Office 365? With this integration, you can!

When you create a contact in Microsoft Office 365, 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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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Better Proposals + Microsoft Office 365 flow

Sync proposal data with your CRM, manage tasks, notify your team, and handle accounting entries. Pick a combination and activate it in one click.

Salesforce (8)

Pipedrive (8)

HubSpot (8)

Asana (8)

Slack (8)

Xero (8)

When a Better Proposals proposal is signed, send an email in Microsoft Office 365 and create a Salesforce lead.

Signed proposals trigger an immediate Microsoft Office 365 email and create a new lead in Salesforce without manual data entry.

When a Better Proposals proposal is created, create a draft email in Microsoft Office 365 and log a task in Salesforce.

New proposals generate a Microsoft Office 365 draft email and a tracking task in Salesforce automatically.

When a Better Proposals proposal is sent, schedule a calendar event in Microsoft Office 365 and update the Salesforce opportunity.

Sent proposals automatically schedule calendar follow-ups in Microsoft Office 365 and advance the Salesforce opportunity stage.

When a Better Proposals proposal is opened, search for the contact in Microsoft Office 365 and create a follow-up task in Salesforce.

Client proposal views trigger a Microsoft Office 365 contact search and open a priority task in Salesforce.

If a Better Proposals proposal is signed, send a welcome email in Microsoft Office 365 and create an account in Salesforce.

Signed proposals meeting criteria trigger a welcome email in Microsoft Office 365 and establish an account in Salesforce.

When a Microsoft Office 365 contact is updated, create a proposal in Better Proposals and update the Salesforce record.

Updated Microsoft Office 365 contact details generate a new proposal in Better Proposals and refresh Salesforce records.

Use Claude to summarise a signed Better Proposals proposal, send an email in Microsoft Office 365, and create a Salesforce record.

Claude summarises signed Better Proposals documents for Microsoft Office 365 emails and Salesforce record creation.

When a Better Proposals proposal is signed, create a contact in Microsoft Office 365, create a Salesforce deal, and assign onboarding in Asana.

Signed proposals trigger Microsoft Office 365 contact creation, Salesforce deal logging, and Asana onboarding task setup.

When a Better Proposals proposal is signed, send an email in Microsoft Office 365 and create a Pipedrive deal.

Signed proposals trigger a Microsoft Office 365 notification email and establish a new deal in Pipedrive.

When a Better Proposals proposal is created, create a draft email in Microsoft Office 365 and add a note in Pipedrive.

New proposals generate a Microsoft Office 365 draft email and append a tracking note in Pipedrive.

When a Better Proposals proposal is sent, schedule an event in Microsoft Office 365 and update the Pipedrive stage.

Sent proposals schedule Microsoft Office 365 calendar follow-ups and advance the deal stage in Pipedrive.

When a Better Proposals proposal is opened, search for the contact in Microsoft Office 365 and create an activity in Pipedrive.

Client proposal views trigger Microsoft Office 365 contact lookups and schedule an activity in Pipedrive.

If a Better Proposals proposal is signed, send a confirmation email in Microsoft Office 365 and create a won deal in Pipedrive.

Signed proposals trigger confirmation emails in Microsoft Office 365 and mark Pipedrive deals as won.

When a Microsoft Office 365 calendar event ends, create a proposal in Better Proposals and update the Pipedrive deal.

Completed Microsoft Office 365 meetings generate a proposal in Better Proposals and update Pipedrive deal records.

Use ChatGPT to analyse a signed Better Proposals proposal, send an email in Microsoft Office 365, and create a Pipedrive deal.

ChatGPT extracts key terms from signed Better Proposals documents for Microsoft Office 365 emails and Pipedrive deals.

When a Better Proposals proposal is signed, create a contact in Microsoft Office 365, create a Pipedrive deal, and create a Slack alert.

Signed proposals generate Microsoft Office 365 contacts, Pipedrive deals, and real-time Slack notifications.

When a Better Proposals proposal is signed, send an email in Microsoft Office 365 and create a HubSpot contact.

Signed proposals trigger Microsoft Office 365 confirmation emails and create new contact records in HubSpot.

When a Better Proposals proposal is created, create a draft email in Microsoft Office 365 and log a deal in HubSpot.

New proposals generate Microsoft Office 365 draft emails and open pipeline deals in HubSpot.

When a Better Proposals proposal is sent, schedule a calendar event in Microsoft Office 365 and update the HubSpot deal stage.

Sent proposals schedule Microsoft Office 365 follow-up events and update deal stages in HubSpot.

When a Better Proposals proposal is opened, search for the contact in Microsoft Office 365 and create a task in HubSpot.

Client proposal reviews trigger Microsoft Office 365 contact searches and create follow-up tasks in HubSpot.

If a Better Proposals proposal is signed, send a welcome email in Microsoft Office 365 and create an enterprise deal in HubSpot.

Signed enterprise proposals trigger Microsoft Office 365 welcome emails and create high-priority deals in HubSpot.

When a Microsoft Office 365 contact is updated, create a proposal in Better Proposals and update the HubSpot record.

Updated Microsoft Office 365 contact data generates a proposal in Better Proposals and updates HubSpot records.

Use Gemini to parse a signed Better Proposals proposal, send an email in Microsoft Office 365, and create a HubSpot deal.

Gemini analyses signed Better Proposals documents to drive Microsoft Office 365 emails and HubSpot deal creation.

When a Better Proposals proposal is signed, create a contact in Microsoft Office 365, create a HubSpot deal, and notify Slack.

Signed proposals generate Microsoft Office 365 contacts, HubSpot deals, and team notifications in Slack.

When a Better Proposals proposal is signed, send an email in Microsoft Office 365 and create an Asana task.

Signed proposals trigger Microsoft Office 365 confirmation emails and create delivery tasks in Asana.

When a Better Proposals proposal is created, create a draft email in Microsoft Office 365 and add an Asana task.

New proposals generate Microsoft Office 365 draft emails and initialize review tasks in Asana.

When a Better Proposals proposal is sent, schedule a calendar event in Microsoft Office 365 and update the Asana task.

Sent proposals schedule Microsoft Office 365 follow-up events and update tracking tasks in Asana.

When a Better Proposals proposal is opened, search for the contact in Microsoft Office 365 and create an Asana follow-up task.

Client proposal views trigger Microsoft Office 365 contact searches and create follow-up tasks in Asana.

If a Better Proposals proposal is signed, send a welcome email in Microsoft Office 365 and create a priority project in Asana.

Signed proposals trigger Microsoft Office 365 welcome emails and set up priority client projects in Asana.

When a Microsoft Office 365 calendar event ends, create a proposal in Better Proposals and update the Asana task.

Completed Microsoft Office 365 meetings generate a proposal in Better Proposals and update project tasks in Asana.

Use Perplexity to summarise a signed Better Proposals proposal, send an email in Microsoft Office 365, and create an Asana task.

Perplexity summarises signed Better Proposals documents for Microsoft Office 365 emails and Asana task creation.

When a Better Proposals proposal is signed, create a contact in Microsoft Office 365, create an Asana task, and notify Slack.

Signed proposals generate Microsoft Office 365 contacts, Asana project tasks, and team alerts in Slack.

When a Better Proposals proposal is signed, send an email in Microsoft Office 365 and notify your team in Slack.

Signed proposals trigger Microsoft Office 365 confirmation emails and broadcast team alerts in Slack.

When a Better Proposals proposal is created, create a draft email in Microsoft Office 365 and post an update in Slack.

New proposals generate Microsoft Office 365 draft emails and notify the sales channel in Slack.

When a Better Proposals proposal is sent, schedule a calendar event in Microsoft Office 365 and notify the team in Slack.

Sent proposals schedule Microsoft Office 365 calendar events and send tracking alerts in Slack.

When a Better Proposals proposal is opened, search for the contact in Microsoft Office 365 and alert the sales channel in Slack.

Client proposal views trigger Microsoft Office 365 contact lookups and notify sales reps in Slack.

If a Better Proposals proposal is signed, send a welcome email in Microsoft Office 365 and announce the win in Slack.

Signed enterprise proposals trigger Microsoft Office 365 welcome emails and broadcast announcements in Slack.

When a Microsoft Office 365 calendar event ends, create a proposal in Better Proposals and notify the team in Slack.

Completed Microsoft Office 365 meetings generate proposals in Better Proposals and notify teams in Slack.

Use Claude to summarise a signed Better Proposals proposal, send an email in Microsoft Office 365, and post the brief in Slack.

Claude summarises signed Better Proposals documents for Microsoft Office 365 emails and Slack briefings.

When a Better Proposals proposal is signed, create a contact in Microsoft Office 365, create a deal in HubSpot, and announce it in Slack.

Signed proposals generate Microsoft Office 365 contacts, HubSpot deals, and team announcements in Slack.

When a Better Proposals proposal is signed, send an email in Microsoft Office 365 and create a Xero invoice.

Signed proposals trigger Microsoft Office 365 confirmation emails and generate invoices in Xero.

When a Better Proposals proposal is created, create a draft email in Microsoft Office 365 and create a Xero contact.

New proposals generate Microsoft Office 365 draft emails and establish contact profiles in Xero.

When a Better Proposals proposal is sent, schedule a calendar event in Microsoft Office 365 and update the Xero invoice.

Sent proposals schedule Microsoft Office 365 calendar events and update corresponding Xero invoices.

When a Better Proposals proposal is opened, search for the contact in Microsoft Office 365 and create a Xero quote.

Client proposal views trigger Microsoft Office 365 contact lookups and generate quotes in Xero.

If a Better Proposals proposal is signed, send a welcome email in Microsoft Office 365 and create a bill in Xero.

Signed proposals trigger Microsoft Office 365 welcome emails and establish vendor bills in Xero.

When a Microsoft Office 365 contact is updated, create a proposal in Better Proposals and update the Xero contact.

Updated Microsoft Office 365 contacts generate proposals in Better Proposals and update client profiles in Xero.

Use ChatGPT to parse a signed Better Proposals proposal, send an email in Microsoft Office 365, and create a Xero invoice.

ChatGPT extracts financial terms from signed Better Proposals documents for Microsoft Office 365 emails and Xero invoices.

When a Better Proposals proposal is signed, create a contact in Microsoft Office 365, create a Xero invoice, and notify Slack.

Signed proposals generate Microsoft Office 365 contacts, Xero invoices, and finance channel alerts in Slack.

Supported triggers and actions for Better Proposals and Microsoft Office 365

Mix and match to build the exact automation you need

Better Proposals Triggers & Actions

Proposal is signed in Better Proposals

Triggers the automation when a proposal document is signed

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Proposal is created in Better Proposals

Triggers the automation when a new proposal is created

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Proposal is sent in Better Proposals

Triggers the automation when a proposal is sent

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Proposal is opened in Better Proposals

Triggers the automation when a proposal is opened

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Microsoft Office 365 Triggers & Actions

Email is received in Microsoft Office 365

Triggers the automation when an email is received

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Calendar event is ended in Microsoft Office 365

Triggers the automation when a new event is ended in a calendar

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Calendar event is about to start in Microsoft Office 365

Triggers the automation when event is about to start

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Email is created in Microsoft Office 365

Triggers the automation when a new email is created

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Calendar event is created in Microsoft Office 365

Triggers the automation when a new event is created in a calendar

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Calendar event is started in Microsoft Office 365

Triggers the automation when a new event is created in a calendar

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Calendar event is updated in Microsoft Office 365

Triggers the automation when a calendar event is updated

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Contact is created in Microsoft Office 365

Triggers the automation when a new contact is created

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Contact is updated in Microsoft Office 365

Triggers the automation when a contact is updated

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What can you automate with Better Proposals + Microsoft Office 365?

Streamline your commercial document workflows by connecting proposal events to automated email communications, calendar scheduling, and contact management.

Get Started For Free

📝

Sync signed proposals to Microsoft Office 365 contacts

Automatically create or update Microsoft Office 365 contacts whenever a proposal is signed in Better Proposals, ensuring client databases remain completely up to date.

📧

Trigger instant email notifications on proposal events

Send custom emails or draft messages in Microsoft Office 365 the moment a proposal is created, sent, opened, or signed in Better Proposals.

📅

Schedule calendar events for proposal follow-ups

Automatically create Microsoft Office 365 calendar events when proposals are sent or signed, keeping your team's schedule synchronized with sales activity.

🔀

Route workflows based on proposal status

Execute different actions depending on whether a proposal is opened, signed, or modified, ensuring tailored follow-up processes for every client interaction.

🔄

Keep Microsoft Office 365 records synchronized

Update existing Microsoft Office 365 contacts and calendar entries automatically when proposal details change or when client information is modified.

🔍

Search and match existing client contacts

Automatically search for contact records in Microsoft Office 365 before creating new entries, preventing duplicate profiles and keeping data clean.

⚡

Manage meeting-driven proposal workflows

Generate new proposals in Better Proposals automatically when Microsoft Office 365 calendar events end, streamlining the transition from discovery calls to agreements.

🔌

Extend your workflow with popular apps

Connect Better Proposals and Microsoft Office 365 with third-party tools like Slack or HubSpot to notify teams and log deals in a single multi-step pipeline.

And much more...

Who is Better Proposals + Microsoft Office 365 integration for?

Teams managing commercial documents and client communications rely on this integration to eliminate manual data entry and keep records updated across platforms.

Revenue Operations Leaders

Sales Executives

Account Managers

Business Development Teams

Client Onboarding Specialists

Sales Operations Managers

📈

Revenue Operations Leaders

You're tracking proposal metrics across multiple systems but your reports only update when someone manually exports proposal data, so the revenue counts you're reviewing are always outdated — with this integration, every signed proposal updates your email and contact records instantly and your pipeline stays accurate.

⚡

Sales Executives

You need to act fast when prospective clients engage with commercial documents, and you find out too late when someone views a proposal — this integration means every proposal view triggers instant Microsoft Office 365 contact lookups and follow-up tasks so you can close deals faster.

📋

Account Managers

You answer to clients who want to see immediate progress after signing an agreement, but manual status updates cause delays — automating both apps means every signed proposal instantly triggers welcome emails and contact updates so clients receive immediate attention.

🔄

Business Development Teams

The volume of outgoing proposals is too high for anyone to keep up by hand, leading to missed follow-up emails and unrecorded contacts — connecting these apps means every proposal event automatically generates Microsoft Office 365 drafts and calendar events without manual effort.

🤝

Client Onboarding Specialists

You own the delivery phase and depend on sales to hand over signed agreement details, but information handoffs often get missed — automating both apps means every signed Better Proposals document immediately creates Microsoft Office 365 contacts and calendar events.

🗂️

Sales Operations Managers

You need a reliable history of all commercial interactions and keep finding gaps between proposal statuses and client records — with this integration, every proposal creation, send, and signature updates your Microsoft Office 365 database without gaps.

Try This Integration – No Code Needed

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Why choose Integrately to automate Better Proposals + Microsoft Office 365

Build and manage your Better Proposals + Microsoft Office 365 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Better Proposals + Microsoft Office 365 with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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Frequently Asked Questions

How do I connect Better Proposals to Microsoft Office 365?

You can connect Better Proposals to Microsoft Office 365 in 1 click using Integrately. Choose from ready-made templates or use Integrately AI to set up your workflow with Salesforce, HubSpot, and Slack.

Can I automatically sync Better Proposals signatures to Microsoft Office 365 contacts?

Can I connect Better Proposals, Microsoft Office 365, and HubSpot?

What is a good Zapier alternative for Better Proposals and Microsoft Office 365?

How does Better Proposals handle proposal events for automation?

Can I use Microsoft Office 365 calendar events to trigger Better Proposals actions?

Can I set up this integration without writing any code?

Is the Better Proposals and Microsoft Office 365 integration free?

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You Can Also Connect Better Proposals or Microsoft Office 365 With 1500+ Other Apps

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Better Proposals + Microsoft Office 365 Integration

Integrate Better Proposals to Microsoft Office 365 in one click, or tell Integrately AI how you want each proposal handled. Send emails, create calendar events, and update contacts automatically.

Trusted by experts at...

Ready Workflows for Better Proposals + Microsoft Office 365 Integration

Track signed proposals, send confirmation emails, create calendar events, and update contacts, all in just one click.

Create Microsoft Office 365 contact for new Better Proposals proposal

Create Better Proposals proposal for new Microsoft Office 365 contact

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Better Proposals + Microsoft Office 365 flow

Sync proposal data with your CRM, manage tasks, notify your team, and handle accounting entries. Pick a combination and activate it in one click.

Supported triggers and actions for Better Proposals and Microsoft Office 365

Mix and match to build the exact automation you need

What can you automate with Better Proposals + Microsoft Office 365?

Streamline your commercial document workflows by connecting proposal events to automated email communications, calendar scheduling, and contact management.

Who is Better Proposals + Microsoft Office 365 integration for?

Teams managing commercial documents and client communications rely on this integration to eliminate manual data entry and keep records updated across platforms.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Better Proposals + Microsoft Office 365

Build and manage your Better Proposals + Microsoft Office 365 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Better Proposals or Microsoft Office 365 With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Better Proposals + Microsoft Office 365 Integration

Integrate Better Proposals to Microsoft Office 365 in one click, or tell Integrately AI how you want each proposal handled. Send emails, create calendar events, and update contacts automatically.

Trusted by experts at...

Ready Workflows for Better Proposals + Microsoft Office 365 Integration

Track signed proposals, send confirmation emails, create calendar events, and update contacts, all in just one click.

Create Microsoft Office 365 contact for new Better Proposals proposal

Create Better Proposals proposal for new Microsoft Office 365 contact

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Better Proposals + Microsoft Office 365 flow

Sync proposal data with your CRM, manage tasks, notify your team, and handle accounting entries. Pick a combination and activate it in one click.

Supported triggers and actions for Better Proposals and Microsoft Office 365

Mix and match to build the exact automation you need

What can you automate with Better Proposals + Microsoft Office 365?

Streamline your commercial document workflows by connecting proposal events to automated email communications, calendar scheduling, and contact management.

Who is Better Proposals + Microsoft Office 365 integration for?

Teams managing commercial documents and client communications rely on this integration to eliminate manual data entry and keep records updated across platforms.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Better Proposals + Microsoft Office 365

Build and manage your Better Proposals + Microsoft Office 365 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Better Proposals or Microsoft Office 365 With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click