Better Proposals + Crisp Integration

Connect Better Proposals to Crisp 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
  • Crisp
    Contact is created in Crisp Instant
  • Crisp
    Contact is updated in Crisp Instant
  • Crisp
    Message is received in Crisp Instant
  • Crisp
    Conversation session is updated in Crisp Instant
  • Crisp
    Conversation custom data is updated in Crisp Instant
  • Crisp
    Conversation status is changed in Crisp Instant
  • Crisp
    Message is sent in Crisp Instant
  • Crisp
    Conversation is created in Crisp Instant
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2.

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Ready Workflows Ready Workflows   for Better Proposals + Crisp Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Better Proposals + Crisp Integration

Create Crisp contact for new Better Proposals proposal

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

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

When you create a contact in Crisp, 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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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 Crisp Automations from
Integrately Community

Most popularmost-popular-automations
01
Google Sheets logo
Crisp logo
Create Crisp contact for new Google Sheets row
02
WordPress logo
Crisp logo
Create Crisp contact for new WordPress user
03
CompanyHub logo
Crisp logo
Create Crisp contact for new CompanyHub record
04
Salesforce logo
Crisp logo
Create Crisp contact for new Salesforce record
05
Airtable logo
Crisp logo
Create Crisp contact for new Airtable record
cloud
Crisp
app integration
06
Zoho Creator logo
Crisp logo
Create Crisp contact for new Zoho Creator record
07
MySQL logo
Crisp logo
Create Crisp contact for new MySQL row
08
SeaTable logo
Crisp logo
Create Crisp contact for new SeaTable row
09
EasyCSV logo
Crisp logo
Create Crisp contact for new EasyCSV data
10
Bubble logo
Crisp logo
Create Crisp contact for new Bubble data thing
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 Crisp 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!
Crisp
Crisp
Crisp is a unified communication platform that offers live chat, email, messenger, SMS and Twitter all on one interface. The app helps enterprises improve customer engagement through a coordinated effort of their entire support team.