Better Proposals + Caflou Integration

Connect Better Proposals to Caflou in 1 click

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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
  • Caflou
    Company is created in Caflou
  • Caflou
    Project is created in Caflou
  • Caflou
    Contact is created in Caflou
  • Caflou
    Task is created in Caflou
  • Caflou
    Event is created in Caflou
  • Caflou
    Income or expense is created in Caflou
  • Caflou
    Timesheet is created in Caflou
  • Caflou
    Time entry is created in Caflou
  • Caflou
    Invoice is created in Caflou
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2.

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Ready Workflows Ready Workflows   for Better Proposals + Caflou Integration

Just click on the workflow you want to automate

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

Create Caflou contact for new Better Proposals proposal

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

Create Better Proposals proposal for new Caflou company

If your company uses Caflou, and you need to create proposal, there's an easy way to do it using Better Proposals. When you create a new company in Caflou, this integration will automatically create a proposal for you in Better Proposals.

You can then modify the proposal as needed, and send it to your potential clients. This saves you time and effort, since you don't have to create the proposal manually or switch between programs to create the proposal.
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Caflou + Better Proposals Integration

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

When you create a contact in Caflou, 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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Better Proposals + Caflou Integration

Create Caflou task for new Better Proposals proposal

With this Caflou and Better Proposals integration, it is easier than ever to create proposal. Now, when you create a proposal in Better Proposals, a corresponding task will be created in Caflou.

This makes it easy for you to keep track of your proposal and ensure that all necessary follow-ups are made. Plus, it's a great way to keep your sales process organized and streamlined. Give it a try today!
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Automations

Top 10 Most Popular Better Proposals Automations from
Integrately Community

Just click on the workflow you want to automate

Better Proposals logo
Google Sheets logo
Create Google Sheets row for new Better Proposals proposal
Activate
Better Proposals logo
PerfexCRM logo
Create PerfexCRM contact for new Better Proposals proposal
Activate
CompanyHub logo
Better Proposals logo
Create Better Proposals proposal for new CompanyHub deal
Activate
Better Proposals logo
Bitrix24 logo
Create Bitrix24 contact for new Better Proposals proposal
Activate
Salesflare logo
Better Proposals logo
Create Better Proposals proposal for new Salesflare opportunity
Activate
Better Proposals logo
Google Sheets logo
Create Google Sheets row for new Better Proposals proposal
Activate
Better Proposals logo
PerfexCRM logo
Create PerfexCRM contact for new Better Proposals proposal
Activate
CompanyHub logo
Better Proposals logo
Create Better Proposals proposal for new CompanyHub deal
Activate
Better Proposals logo
Bitrix24 logo
Create Bitrix24 contact for new Better Proposals proposal
Activate
Salesflare logo
Better Proposals logo
Create Better Proposals proposal for new Salesflare opportunity
Activate
Better Proposals logo
Xero logo
Create Xero sales invoice from new Better Proposals proposal
Activate
Better Proposals logo
CompanyHub logo
Create CompanyHub contact for new Better Proposals proposal
Activate
Better Proposals logo
CompanyHub logo
Create CompanyHub record for new Better Proposals proposal
Better Proposals logo
CompanyHub logo
Create CompanyHub deal for new Better Proposals proposal
CompanyHub logo
Better Proposals logo
Create Better Proposals proposal for new CompanyHub company
Better Proposals logo
Xero logo
Create Xero sales invoice from new Better Proposals proposal
Activate
Better Proposals logo
CompanyHub logo
Create CompanyHub contact for new Better Proposals proposal
Activate
Better Proposals logo
CompanyHub logo
Create CompanyHub record for new Better Proposals proposal
Better Proposals logo
CompanyHub logo
Create CompanyHub deal for new Better Proposals proposal
CompanyHub logo
Better Proposals logo
Create Better Proposals proposal for new CompanyHub company

Top 10 Most Popular Caflou Automations from
Integrately Community

Most popularmost-popular-automations
01
Google Sheets logo
Caflou logo
Create Caflou contact for new Google Sheets row
02
CompanyHub logo
Caflou logo
Create Caflou contact for new CompanyHub record
03
Salesforce logo
Caflou logo
Create Caflou contact for new Salesforce record
04
Airtable logo
Caflou logo
Create Caflou contact for new Airtable record
05
Notion logo
Caflou logo
Create Caflou contact for new Notion database item
cloud
Caflou
app integration
06
EasyCSV logo
Caflou logo
Create Caflou contact for new EasyCSV data
07
Bubble logo
Caflou logo
Create Caflou contact for new Bubble data thing
08
PostgreSQL logo
Caflou logo
Create Caflou contact for new PostgreSQL row
09
SeaTable logo
Caflou logo
Create Caflou contact for new SeaTable row
10
Raynet CRM logo
Caflou logo
Create Caflou company for new Raynet CRM company
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Want to automate something else in your workflow?

You Can Also Connect Better Proposals or Caflou With 1400+ Other Apps

Better Proposals
Better Proposals
Better Proposals lets you create professional proposals in minutes. Create, edit and send a new proposal in 3 easy steps. All the basic information you need to include is already there!
Caflou
Caflou
Caflou is a 100% digital platform that gives you everything you need in one place: project management, accounting, CRM, sales & marketing tools. It helps you work with your teams and clients located anywhere in the world.