Better Proposals + Apollo Integration

Integrate Apollo to Better Proposals in one click, or tell Integrately AI how you want each lead handled. Enrich contact records, create professional proposals, update account stages, and track deal progress automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Better Proposals
    Proposal is signed in Better Proposals
  • Better Proposals
    Proposal is created in Better Proposals
  • Better Proposals
    Proposal is sent in Better Proposals
  • Better Proposals
    Proposal is opened in Better Proposals
  • Apollo
    Contact is added to list in Apollo
  • Apollo
    Contact is updated in Apollo
  • Apollo
    Account is updated in Apollo Instant
  • Apollo
    Account is created in Apollo Instant
  • Apollo
    Contact is updated in Apollo Instant
  • Apollo
    Contact is created in Apollo Instant
  • Apollo
    Contact is created in Apollo
  • Apollo
    Account is created or updated in Apollo
Arrow Right
2.
  • Better Proposals
    Create proposal in Better Proposals
  • Apollo
    Get contact by ID in Apollo
  • Apollo
    Bulk people enrichment in Apollo
  • Apollo
    Create opportunity in Apollo
  • Apollo
    Update opportunity in Apollo
  • Apollo
    Add contacts to sequence in Apollo
  • Apollo
    Search contact in Apollo
  • Apollo
    Create contact in Apollo
  • Apollo
    Remove contacts from sequence in Apollo
  • Apollo
    Update contact in Apollo
  • Apollo
    Update contact stage in Apollo
  • Apollo
    Search account in Apollo
  • Apollo
    Update account stage in Apollo
  • Apollo
    Enrich organization in Apollo
  • Apollo
    Create account in Apollo
  • Apollo
    Update account in Apollo
  • Apollo
    Enrich people using domain in Apollo
  • Apollo
    Get list by ID in Apollo
  • Apollo
    Search sequence in Apollo
  • Apollo
    Enrich people in Apollo
  • Apollo
    Update contact ownership in Apollo
  • Apollo
    Update account ownership in Apollo

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Ready Workflows Ready Workflows for Apollo + Better Proposals Integration

Create proposals from new contacts, update account stages, send team notifications, and track proposal statuses, all in just one click.

Most popular automationsmost-popular-automations
Better Proposals + Apollo Integration

Create Apollo contact for new Better Proposals proposal

If your business uses Better Proposals to create proposal, you'll want to make sure that your Apollo 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 Apollo 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 Apollo.
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Better Proposals + Apollo Integration

Create Apollo opportunity for new Better Proposals proposal

With this integration, whenever a proposal is created in Better Proposals, it can be automatically create an opportunity in Apollo. This saves time and ensures that your proposal and opportunity are always in sync.

Having your proposal and opportunity data in the same system makes it easy to track the progress of your sales pipeline and make decisions about where to focus your efforts. With seamless integration between Better Proposals and Apollo, you'll be able to work smarter, not harder.
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Apollo + Better Proposals Integration

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

When you create a contact in Apollo, 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 task in mind? Describe it

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

Connect more apps to your Apollo + Better Proposals flow

Send signed proposals to your CRM, notify your team on messaging apps, and log details in spreadsheets. Pick a combination and activate it in one click.

Better Proposals
Apollo
+
HubSpotHubSpot (4)
+
SalesforceSalesforce (4)
+
PipedrivePipedrive (4)
+
SlackSlack (4)
+
GmailGmail (4)
+
Google SheetsGoogle Sheets (4)
A
B
H
Create a Better Proposals proposal for every new Apollo contact, and add the contact to HubSpot.
New Apollo contacts immediately trigger a Better Proposals proposal and appear in HubSpot as a new contact, eliminating manual data entry across platforms.
B
A
H
When a Better Proposals proposal is signed, update the Apollo contact stage and create a deal in HubSpot.
Signed proposals automatically update your contact stage in Apollo and create a corresponding deal in HubSpot without manual intervention.
A
B
H
If an Apollo account is created, generate a Better Proposals proposal and create a company record in HubSpot.
New Apollo accounts instantly generate a proposal in Better Proposals and establish a company record in HubSpot for seamless pipeline management.
A
B
H
Use Claude to evaluate every Apollo contact before creating a Better Proposals proposal and updating HubSpot.
Claude analyses new Apollo contacts to determine qualification before triggering a Better Proposals proposal and updating HubSpot records.

Supported triggers and actions for Better Proposals and Apollo

Mix and match to build the exact automation you need

Better Proposals
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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Create proposal in Better Proposals
Generates a new proposal
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Apollo
Apollo Triggers & Actions
Contact is added to list in Apollo
Triggers the automation when a new contact is created in Selected List
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Contact is updated in Apollo
Triggers the automation when a contact is updated
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Instant
Account is updated in Apollo
Triggers the automation when an account is updated
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Instant
Account is created in Apollo
Triggers the automation when a new account is created
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Instant
Contact is updated in Apollo
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Instant
Contact is created in Apollo
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Contact is created in Apollo
Triggers the automation when a new contact is created
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Account is created or updated in Apollo
Triggers the automation when an account is created or updated
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Get contact by ID in Apollo
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Bulk people enrichment in Apollo
Enriches people in bulk
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Create opportunity in Apollo
Creates a new opportunity
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Update opportunity in Apollo
Updates the opportunity details as needed
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Add contacts to sequence in Apollo
Schedule contacts to receive a series of predefined emails or communication
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Search contact in Apollo
Finds and retrieves contact information
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Create contact in Apollo
Adds a new contact to the database
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Remove contacts from sequence in Apollo
Removes contacts from a sequence
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Update contact in Apollo
Updates contact information with new details
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Update contact stage in Apollo
Moves the contact to a different stage based on particular criteria
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Search account in Apollo
Searches for account information
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Update account stage in Apollo
Updates the stage of an account based on criteria
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Enrich organization in Apollo
Enriches organization data
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Create account in Apollo
Generates a new account
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Update account in Apollo
Updates account information
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Enrich people using domain in Apollo
Enriches people data using a domain
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Get list by ID in Apollo
Retrieves a list by its id
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Search sequence in Apollo
Searches for a sequence
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Enrich people in Apollo
Enriches people data
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Update contact ownership in Apollo
Transfer ownership of contacts to a user
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Update account ownership in Apollo
Transfer ownership of an account to a new user
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What can you automate with Apollo + Better Proposals?

Connect Apollo and Better Proposals to streamline your entire sales and document workflow from initial contact to signed agreement.

What you can automate?
🚀
Generate proposals from new contacts automatically
Trigger a professional Better Proposals document the exact moment a contact is created in Apollo. Eliminate manual copying and start your sales outreach instantly.
📋
Capture every submitted contact and account field
Map all available contact attributes and organization details from Apollo straight into your Better Proposals documents. Ensure every proposal includes precise buyer information.
🔔
Notify your team the moment proposals are sent
Send instant team alerts or email notifications whenever a proposal is created, sent, or signed. Keep sales and account management teams fully informed in real time.
🔀
Route proposals based on submitted contact criteria
Create different proposal templates or adjust terms depending on specific account tiers or lead attributes submitted in Apollo. Tailor every document to the buyer's profile.
🔄
Keep contact stages and proposal statuses synchronized
Automatically update contact stages in Apollo whenever a proposal is opened, sent, or signed in Better Proposals. Maintain a completely accurate pipeline view.
👥
Prevent duplicate records across your databases
Search existing records before creating new contacts or accounts, ensuring your Better Proposals documents link cleanly to existing Apollo profiles.
Handle later status changes and closed deals
When a proposal is signed, update account ownership, trigger onboarding tasks, and log revenue milestones automatically across your connected business tools.
🔗
Extend your workflow to CRMs and spreadsheets
Connect your core Apollo and Better Proposals flow to HubSpot, Salesforce, Pipedrive, Slack, Gmail, or Google Sheets to build powerful multi-step automations.
And much more...

Who is Apollo + Better Proposals integration for?

Sales and proposal teams use this integration to eliminate manual data entry, streamline proposal creation, and keep lead records synchronized across platforms without switching tabs.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Account managers
Account managers
Sales operations managers
Sales operations managers
Proposal writers
Proposal writers
CRM administrators
CRM administrators
📈
Performance marketers
You're running outbound campaigns in Apollo but your proposal metrics only update when someone manually exports lead data, so the conversion counts you're optimising against are always hours behind — this integration means every new contact triggers a proposal instantly and your data stays current.
Sales development reps
You need to act fast when a qualified lead engages, but creating proposals by hand slows down your outreach and lets competitors win the deal — automating both apps means proposals are generated the moment a contact is created and you can follow up immediately.
🤝
Account managers
You answer to clients who expect rapid document turnaround, but manual handoffs between your contact database and proposal tool create frustrating bottlenecks — connecting these apps means proposal creation happens automatically and client projects move forward without delay.
📊
Sales operations managers
The volume of leads and proposals is too high for your team to keep up with by hand, leading to missed updates in your CRM and pipeline spreadsheets — with this integration, every contact and proposal status change synchronizes automatically across platforms.
💼
Proposal writers
You own the document creation step but depend on upstream sales reps to hand over contact details correctly, which often results in missing information — automating both apps means proposal drafts are populated instantly with accurate Apollo lead data.
🗂️
CRM administrators
You need a reliable history of proposal activity, but manual logging leaves persistent gaps and mismatched records between your systems — integrating these apps means every proposal sign, send, and open event updates your contact records accurately.
Our team

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Why choose Integrately to automate Better Proposals + Apollo

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

1,500+ apps connected
1,500+ apps connected
Connect Better Proposals + Apollo with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
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Automation is ready
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Frequently Asked Questions

How do I connect Apollo to Better Proposals?
Frequently Asked Questions
You can connect Apollo to Better Proposals in 1 click using ready templates on Integrately, or use Integrately AI to build your custom workflow. It also supports tools like HubSpot, Slack, and Google Sheets.
Can I automatically create a Better Proposals proposal when an Apollo contact is added?
Frequently Asked Questions
Can I connect Apollo, Better Proposals, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Apollo and Better Proposals?
Frequently Asked Questions
How does Apollo trigger actions for my proposals?
Frequently Asked Questions
How does Better Proposals interact with my Apollo records?
Frequently Asked Questions
Do I need coding skills to automate Apollo and Better Proposals?
Frequently Asked Questions
Is the Apollo and Better Proposals integration free?
Frequently Asked Questions
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You Can Also Connect Apollo or Better Proposals With 1500+ Other Apps

Apollo
Popular Apollo Integrations
Connect Apollo to sales engagement platforms, CRMs, and email tools to optimize your lead generation and outreach pipelines.
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Apollo Integrations arrow right
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Better Proposals
Popular Better Proposals Integrations
Sync Better Proposals with document storage, e-signature, and invoicing platforms to streamline contract finalization and billing.