Better Proposals + EspoCRM Integration

Connect Better Proposals to EspoCRM 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
  • EspoCRM
    Contact is created in EspoCRM Instant
  • EspoCRM
    Contact is deleted in EspoCRM Instant
  • EspoCRM
    Contact is updated in EspoCRM Instant
  • EspoCRM
    Task is created in EspoCRM Instant
  • EspoCRM
    Task is updated in EspoCRM Instant
  • EspoCRM
    Task is deleted in EspoCRM Instant
  • EspoCRM
    Account is created in EspoCRM Instant
  • EspoCRM
    Opportunity is created in EspoCRM Instant
  • EspoCRM
    Meeting is created in EspoCRM Instant
  • EspoCRM
    Opportunity is updated in EspoCRM Instant
  • EspoCRM
    Case is created in EspoCRM Instant
  • EspoCRM
    Account is updated in EspoCRM Instant
  • EspoCRM
    Account is deleted in EspoCRM Instant
  • EspoCRM
    Opportunity is deleted in EspoCRM Instant
  • EspoCRM
    Case is updated in EspoCRM Instant
  • EspoCRM
    Case is deleted in EspoCRM Instant
  • EspoCRM
    Meeting is updated in EspoCRM Instant
  • EspoCRM
    Meeting is deleted in EspoCRM Instant
  • EspoCRM
    Lead is updated in EspoCRM Instant
  • EspoCRM
    Lead is created in EspoCRM Instant
  • EspoCRM
    Lead is deleted in EspoCRM Instant
  • EspoCRM
    Call is created in EspoCRM Instant
  • EspoCRM
    Call record is updated in EspoCRM Instant
  • EspoCRM
    Call is deleted in EspoCRM Instant
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2.

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Ready Workflows Ready Workflows   for Better Proposals + EspoCRM Integration

Just click on the workflow you want to automate

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

Create EspoCRM contact for new Better Proposals proposal

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

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

When you create a contact in EspoCRM, 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!
See more
Better Proposals + EspoCRM Integration

Create EspoCRM task for new Better Proposals proposal

With this EspoCRM 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 EspoCRM.

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 EspoCRM Automations from
Integrately Community

Most popularmost-popular-automations
01
EspoCRM logo
WordPress logo
Create WordPress user for new EspoCRM contact
02
Google Sheets logo
EspoCRM logo
Create EspoCRM contact for new Google Sheets row
03
EspoCRM logo
Microsoft Excel logo
Create Microsoft Excel row for new EspoCRM contact
04
EspoCRM logo
Zoom logo
Create Zoom webinar registrant for new EspoCRM contact
05
EspoCRM logo
Google Calendar logo
Create Google Calendar event for new EspoCRM task
cloud
EspoCRM
app integration
06
PostgreSQL logo
EspoCRM logo
Create EspoCRM contact for new PostgreSQL row
07
Shoplazza logo
EspoCRM logo
Create EspoCRM contact from new Shoplazza customer
08
EspoCRM logo
PostgreSQL logo
Create PostgreSQL row for new EspoCRM contact
09
EspoCRM logo
SmartSuite logo
Create SmartSuite row for new EspoCRM contact
10
EspoCRM logo
VivifyScrum logo
Create VivifyScrum item for new EspoCRM task
How Integrately Works?

How Integrately Works?

1
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2
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3
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750 Tasks
in $19.99
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in $19.99

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You Can Also Connect Better Proposals or EspoCRM 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!
EspoCRM
EspoCRM
EspoCRM is a free and open-source CRM software that helps businesses manage their customer relationships more efficiently. It provides an easy-to-use interface that allows users to see, enter and evaluate all company relationships regardless of the type.