Create Eko contact for new Better Proposals proposal
Better Proposals + Eko Integration
Better Proposals + Eko Integration
Integrate Better Proposals to Eko in one click, or tell Integrately AI how you want each proposal handled. Capture signed proposals, create and update contacts, organise member groups, and alert your team 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
Contact is created or updated in Eko Instant- Form response is created in Eko Instant
- Order is created in Eko Instant
- Order is updated in Eko Instant
- Booking is created in Eko Instant
- Product is created in Eko Instant
- Product is updated in Eko Instant
2.
- Create proposal in Better Proposals
- Create member in Eko
- Update member in Eko
- Delete member in Eko
- Delete contact in Eko
- Search contact in Eko
- Update contact in Eko
- Create contact in Eko
- Create product in Eko
- Update product in Eko
- Search product in Eko
- Create member group in Eko
- Update member group in Eko
- Delete member group in Eko
Trusted by experts at...
Ready Workflows for Better Proposals + Eko Integration
Capture signed proposals, create contacts, update member groups, notify your team, and trigger follow-ups, all in just one click.
Most popular automation
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Better Proposals + Eko flow
Send signed proposal details to your CRM, alert your team on messaging channels, and keep your records synchronised across platforms. Pick a combination and activate it in one click.
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Stripe (6)
Stripe (6) +
Slack (6)
Slack (6) +
HubSpot (6)
HubSpot (6) +
Gmail (6)
Gmail (6) +
Google Sheets (6)
Google Sheets (6) +
Calendly (6)
Calendly (6) B
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When a Better Proposals proposal is signed, create an Eko contact and generate a customer in Stripe.
Signed Better Proposals documents immediately create Eko contacts and Stripe customers, removing manual data entry.
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When an order is created in Eko, create a proposal in Better Proposals and generate an invoice in Stripe.
New Eko storefront orders automatically generate Better Proposals documents and Stripe invoices without delay.
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When a Better Proposals proposal is sent, update the Eko contact and create a payment link in Stripe.
Sent proposals update Eko contact records and generate Stripe payment links instantly for faster client checkouts.
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If an Eko order is updated, update the Better Proposals document and adjust the Stripe subscription.
Order modifications in Eko update Better Proposals records and adjust Stripe subscriptions automatically.
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Use ChatGPT to analyse signed Better Proposals documents, create Eko contacts, and generate Stripe invoices.
ChatGPT extracts billing details from signed Better Proposals documents to create Eko contacts and Stripe invoices.
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When a Better Proposals proposal is signed, create an Eko member, generate a Stripe customer, and notify Slack.
Signed proposals create Eko members and Stripe customers while alerting your team instantly in Slack.
Supported triggers and actions for Better Proposals and Eko
Mix and match to build the exact automation you need
Better Proposals Triggers & Actions
Eko Triggers & Actions
Instant
Contact is created or updated in Eko
Triggers the automation when a contact is created or updated
Try it → What can you automate with Better Proposals + Eko?
Streamline your sales documentation and customer management workflows with robust automation capabilities.
📑
Create storefront contacts from signed proposals
Automatically turn every signed Better Proposals document into a new contact or member in Eko, eliminating manual data entry and keeping your customer base up to date.
📋
Capture complete proposal and form details
Map every custom field from Eko form responses and Better Proposals sign-offs into structured database records instead of just basic names and emails.
🔔
Alert your team the moment a deal closes
Send instant notifications to your sales or support team via Slack or email as soon as a proposal is signed or an order is placed.
🔀
Route contacts based on proposal value
Apply conditional logic to send high-value signed proposals to VIP member groups in Eko while routing standard submissions to regular lists.
🔄
Keep customer records synchronised across platforms
Update contact details and membership statuses automatically across both Better Proposals and Eko whenever information changes.
🔍
Prevent duplicates with smart search and update
Search for existing contacts in Eko before creating new ones, updating records cleanly when repeat clients sign new proposals.
💳
Handle order and payment status changes
Track Eko order creations and updates to trigger proposal follow-ups or adjust client permissions seamlessly.
📊
Extend your workflow to Google Sheets
Send every signed proposal and Eko order straight to Google Sheets for advanced reporting, team review, and revenue tracking.
And much more...
Who is Better Proposals + Eko integration for?
Sales teams, agencies, and business owners managing proposals and storefronts eliminate manual data entry and keep customer records perfectly synchronised across both platforms.
Sales managers
Account executives
Agency directors
High-volume founders
Operations coordinators
Customer success leads
📈
Sales managers
You're reviewing signed proposals to track quarterly growth, but your analytics dashboard only updates when someone manually exports records, so your revenue numbers are always hours behind — with this integration, every signed proposal updates your storefront records instantly and your pipeline stays accurate.
⚡
Account executives
You need to onboard clients fast once a deal closes, and you find out too late because proposal statuses live separately from customer databases — automating both apps means every signed proposal creates an Eko member instantly and client onboarding starts without delay.
📋
Agency directors
You answer to clients who want to see active funnel progress, but client data gets trapped in proposal drafts — integrating these apps means every proposal sent automatically updates your client contact lists so reporting is always current.
📈
High-volume founders
The volume of proposals and storefront orders is too high for anyone to keep up by hand, leading to missed client records — connecting these apps means every form response and signed proposal flows straight into your customer database without manual effort.
🤝
Operations coordinators
You own client setup and depend on sales to hand over signed agreements, but communication gaps cause delayed member creation — with this integration, every signed proposal triggers contact creation instantly so your team can begin work right away.
🗂️
Customer success leads
You need a reliable client history and keep finding gaps where proposal data failed to reach your storefront database — automating both apps means every proposal event creates complete records so your support team never misses context.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Better Proposals + Eko
Build and manage your Better Proposals + Eko automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Better Proposals + Eko 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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Automation is ready
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Frequently Asked Questions
How do I connect Better Proposals to Eko?
You can connect Better Proposals to Eko in one click using Integrately. Choose from 20 million+ ready automation templates or ask Integrately AI to build custom workflows linking Better Proposals, Eko, and other tools like Slack, HubSpot, and Google Sheets.
Can I automatically create Eko contacts when a Better Proposals proposal is signed?
Can I connect Better Proposals, Eko, and Google Sheets?
What is a good Zapier alternative for Better Proposals and Eko?
How does Better Proposals handle signed proposal data during automation?
Can Eko update member groups when new storefront orders arrive?
Do I need coding skills to set up Better Proposals and Eko integrations?
Is the Better Proposals and Eko integration free?
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