Better Proposals + Clientjoy Integration
Integrate Better Proposals to Clientjoy in one click, or tell Integrately AI how you want each proposal handled. Capture client details, update your CRM records, alert your team, and track proposal milestones automatically.
Free forever.Use premium features free for 14 days.1.
Proposal is signed in Better Proposals- Proposal is created in Better Proposals
- Proposal is sent in Better Proposals
- Proposal is opened in Better Proposals
Lead is created in Clientjoy Instant- Customer is created in Clientjoy Instant
- Invoice is created in Clientjoy
- Invoice is paid in Clientjoy Instant
- Proposal is created in Clientjoy
- Proposal is send in Clientjoy Instant
2.
- Create proposal in Better Proposals
- Create lead in Clientjoy
- Create customer in Clientjoy
- Create Invoice in Clientjoy
- Create proposal in Clientjoy
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Ready Workflows for Better Proposals + Clientjoy Integration
Capture signed proposals, create client accounts, update CRM records, alert your team, and track payments, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Better Proposals + Clientjoy flow
Extend your workflow by connecting marketing tools, payment gateways, task managers, and communication channels. Pick a combination and activate it in one click.
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Hubspot (6)
Hubspot (6) +
Stripe (6)
Stripe (6) +
Asana (6)
Asana (6) +
Google Drive (6)
Google Drive (6) +
Slack (6)
Slack (6) +
Gmail (6)
Gmail (6) B
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Create a HubSpot contact for every signed Better Proposals proposal, and create a customer in Clientjoy
Signed proposals automatically generate contacts in HubSpot and customers in Clientjoy, eliminating manual data entry across platforms.
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When a lead is created in Clientjoy, create a proposal in Better Proposals, and create a deal in HubSpot
New Clientjoy leads instantly trigger proposal creation in Better Proposals and register a deal in HubSpot.
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When an invoice is paid in Clientjoy, update the proposal status in Better Proposals, and log the deal in HubSpot
Paid invoices in Clientjoy update your Better Proposals records and log completed deals in HubSpot.
B
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If a Better Proposals proposal is signed, create a customer in Clientjoy and add a high-priority task in HubSpot
Signed proposals automatically create Clientjoy customers and open follow-up tasks in HubSpot for your team.
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Use ChatGPT to summarise every new Better Proposals proposal, create a Clientjoy customer, and log a deal in HubSpot
ChatGPT analyses signed Better Proposals content, creating a Clientjoy customer and updating HubSpot with a structured summary.
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Turn every won Better Proposals deal into a Clientjoy customer, create a HubSpot deal, and notify your project team in Asana
Signed proposals trigger Clientjoy customer creation, HubSpot deal logging, and project task creation in Asana.
Supported triggers and actions for Better Proposals and Clientjoy
Mix and match to build the exact automation you need
Better Proposals Triggers & Actions
Clientjoy Triggers & Actions
Instant
Customer is created in Clientjoy
Triggers the automation when a new customer is created
Try it → Invoice is created in Clientjoy
Triggers the automation when any invoice is added or modified
Try it → Instant
Invoice is paid in Clientjoy
Triggers the automation when an invoice is marked as paid
Try it → What can you automate with Better Proposals + Clientjoy?
Streamline your agency operations by connecting proposal milestones directly to your customer lifecycle management.
🤝
Create Clientjoy customers from signed Better Proposals
Automatically register new customer profiles in Clientjoy the moment a proposal is signed in Better Proposals, keeping your CRM fully updated.
📋
Capture every proposal detail and custom field
Map all submitted proposal information and client answers directly into Clientjoy fields instead of just basic names, ensuring complete data retention.
🔔
Alert your team instantly upon proposal sign-off
Notify your sales and delivery channels the second a client signs a proposal so your team can begin onboarding immediately.
🔀
Route records based on submitted proposal values
Send enterprise proposals to dedicated sales channels while standard agreements follow your routine pipeline logic in Clientjoy.
🔄
Keep CRM records updated as proposals change
Synchronize proposal modifications, views, and status updates between Better Proposals and Clientjoy in real time.
🔍
Add or update records without creating duplicates
Search existing Clientjoy customer databases before creating entries, ensuring clean records for every signed proposal.
💳
Handle invoice payments and billing milestones
Trigger proposal status updates and CRM notifications whenever an invoice is paid or created in Clientjoy.
⚡
Extend your workflow to Slack and project tools
Connect your Better Proposals and Clientjoy data to Slack, Asana, or Gmail to trigger multi-step cross-team automations.
And much more...
Who is Better Proposals + Clientjoy integration for?
Agencies and sales teams managing client lifecycles need this integration to eliminate manual data entry between proposals and CRM systems.
Agency Owners
Sales Directors
Account Managers
Operations Leads
Business Development Reps
Finance Officers
📈
Agency Owners
You're tracking proposal conversion rates across your agency but your CRM only updates when someone manually logs deals, so your revenue reports are always a few hours behind — with this integration, every signed proposal lands in your CRM instantly and your metrics stay current.
⚡
Sales Directors
You need your sales reps to begin client onboarding the moment a contract is signed, but manual handoffs mean notification delays cost you valuable time — automating both apps means signed proposals instantly create customer records and trigger team alerts.
🤝
Account Managers
You answer to clients expecting immediate project kickoff after signing, but missing paperwork causes frustrating start delays — connecting these apps means proposal sign-offs automatically establish client accounts and project tasks.
📊
Operations Leads
The volume of incoming proposals and client records is too high for manual data entry, leading to frequent errors in your CRM — this integration means every proposal event syncs seamlessly without human intervention.
💼
Business Development Reps
You depend on leads flowing smoothly from initial contact to proposal creation, but disconnected systems create bottlenecks in your pipeline — automating these apps ensures leads convert into proposal drafts without friction.
🗂️
Finance Officers
You need a reliable history of paid invoices and signed agreements for auditing, but manual record-keeping keeps leaving gaps in your database — this integration means every financial and proposal milestone is logged accurately.
Did you know?
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Why choose Integrately to automate Better Proposals + Clientjoy
Build and manage your Better Proposals + Clientjoy automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Better Proposals + Clientjoy with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
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2
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Frequently Asked Questions
How do I connect Better Proposals to Clientjoy?
You can connect Better Proposals to Clientjoy in 1 click using Integrately. Choose from ready-made templates or ask Integrately AI to build your custom workflow alongside popular apps like Slack, Hubspot, and Gmail.
Can I automatically create Clientjoy customers when a Better Proposals proposal is signed?
Can I connect Better Proposals, Clientjoy, and Slack?
What is a good Zapier alternative for Better Proposals and Clientjoy?
How does Better Proposals handle proposal signature data with Clientjoy?
Can I track Clientjoy invoice payments with Better Proposals?
Do I need coding skills to automate Better Proposals and Clientjoy?
Is the Better Proposals and Clientjoy integration free?
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