Better Proposals + Flexie CRM Integration

Integrate Better Proposals to Flexie CRM in one click, or tell Integrately AI how you want each proposal handled. Track every signed document, create contacts and deals in your CRM, update your pipeline, and alert your sales team automatically.

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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
  • Flexie CRM
    Universal trigger in Flexie CRM Instant
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2.
  • Better Proposals
    Create proposal in Better Proposals
  • Flexie CRM
    Create contact in Flexie CRM
  • Flexie CRM
    Update contact in Flexie CRM
  • Flexie CRM
    Search contact in Flexie CRM
  • Flexie CRM
    Create deal in Flexie CRM
  • Flexie CRM
    Update deal in Flexie CRM
  • Flexie CRM
    Search deal in Flexie CRM
  • Flexie CRM
    Update custom entity in Flexie CRM
  • Flexie CRM
    Create account in Flexie CRM
  • Flexie CRM
    Search account in Flexie CRM
  • Flexie CRM
    Update account in Flexie CRM
  • Flexie CRM
    Create custom entity in Flexie CRM
  • Flexie CRM
    Search custom entity in Flexie CRM
  • Flexie CRM
    Create lead in Flexie CRM
  • Flexie CRM
    Search lead in Flexie CRM
  • Flexie CRM
    Update lead in Flexie CRM

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Ready Workflows Ready Workflows for Better Proposals + Flexie CRM Integration

Create CRM deals, add contacts, update accounts, log proposal details, and alert your team, all in just one click.

Most popular automationmost-popular-automations
Better Proposals + Flexie CRM Integration

Create Flexie CRM contact for new Better Proposals proposal

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

Create Flexie CRM deal for new Better Proposals proposal

With this integration, whenever a proposal is created in Better Proposals, it can be automatically create an deal in Flexie CRM. This saves time and ensures that your proposal and deal are always in sync.

Having your proposal and deal data in the same system makes it easy to track the progress of your sales pipeline and make decisions about where to focus your efforts. With seamless integration between Better Proposals and Flexie CRM, you'll be able to work smarter, not harder.
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Connect more apps to your Better Proposals + Flexie CRM flow

Connect your proposal and CRM data to messaging, payments, scheduling, and project tools to keep your entire revenue team aligned. Pick a combination and activate it in one click.

Better Proposals
Flexie CRM
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StripeStripe (3)
+
SlackSlack (3)
+
CalendlyCalendly (2)
+
GmailGmail (2)
+
Google SheetsGoogle Sheets (2)
+
AsanaAsana (2)
B
F
S
When a proposal is signed in Better Proposals, create a contact in Flexie CRM and create a customer in Stripe.
Signed proposals instantly establish new contacts in Flexie CRM and set up customer profiles in Stripe without manual data entry.
B
F
S
When a proposal is created in Better Proposals, create a deal in Flexie CRM and create an invoice in Stripe.
New Better Proposals documents generate corresponding deals in Flexie CRM and open draft invoices in Stripe automatically.
B
F
S
When a proposal is sent in Better Proposals, create a lead in Flexie CRM and create a payment link in Stripe.
Sent proposals register new leads in Flexie CRM and generate Stripe payment links for fast client checkout.

Supported triggers and actions for Better Proposals and Flexie CRM

Mix and match to build the exact automation you need

Better Proposals
Better Proposals Triggers & Actions
Proposal is signed in Better Proposals
Triggers the automation when a proposal document is signed
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Proposal is created in Better Proposals
Triggers the automation when a new proposal is created
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Proposal is sent in Better Proposals
Triggers the automation when a proposal is sent
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Proposal is opened in Better Proposals
Triggers the automation when a proposal is opened
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Create proposal in Better Proposals
Generates a new proposal
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Flexie CRM
Flexie CRM Triggers & Actions
Instant
Universal trigger in Flexie CRM
Triggers the automation when any event occurs
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Create contact in Flexie CRM
Adds a new contact to the database
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Update contact in Flexie CRM
Updates contact information with new details
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Search contact in Flexie CRM
Finds and retrieves contact information
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Create deal in Flexie CRM
Generates a new deal with
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Update deal in Flexie CRM
Updates deal information based on new criteria or changes
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Search deal in Flexie CRM
Retrieves and find a deal
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Update custom entity in Flexie CRM
Updates a custom entity with new information
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Create account in Flexie CRM
Generates a new account
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Search account in Flexie CRM
Searches for account information
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Update account in Flexie CRM
Updates account information
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Create custom entity in Flexie CRM
Creates a new marketing campaign
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Search custom entity in Flexie CRM
Searches for a custom entity
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Create lead in Flexie CRM
Generates new leads for potential customers
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Search lead in Flexie CRM
Retrieves information for a particular lead
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Update lead in Flexie CRM
Updates the lead information
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What can you automate with Better Proposals + Flexie CRM?

Streamline your entire proposal and CRM workflow with automated record creation, pipeline updates, and team notifications.

What you can automate?
📑
Sync signed proposals directly to your CRM
Turn every signed Better Proposals document into an active deal or updated contact inside Flexie CRM automatically. Eliminate repetitive copy-pasting between your sales pitch tools and database.
🔍
Capture every proposal field and client detail
Map custom pricing, project scopes, and signer contact information straight into Flexie CRM fields instead of just basic names. Keep your customer records detailed and actionable.
🔔
Alert your sales team the moment deals close
Notify your revenue channel or account managers instantly on Slack or Gmail when a proposal is signed or viewed. Keep your entire team aligned on active deal progress.
🔀
Route records based on proposal value
Send high-value signed proposals to enterprise sales pipelines in Flexie CRM while routing standard agreements to standard deal stages. Tailor your workflow to match deal size.
🔄
Keep CRM deal stages updated in real time
Update deal stages in Flexie CRM as proposals move from created to sent, opened, and signed. Maintain an accurate pipeline without manual status adjustments.
🛡️
Prevent duplicate records across platforms
Search existing contacts and accounts in Flexie CRM before creating new entries from Better Proposals paperwork. Keep your database clean and free of duplicate profiles.
⏱️
Manage proposal status changes automatically
Trigger follow-up tasks, email reminders, or CRM updates whenever a proposal's engagement status shifts. Never let a warm prospect go cold without a timely touchpoint.
🌐
Extend your workflow to messaging and tasks
Connect your Better Proposals and Flexie CRM core flow with tools like Slack, Asana, or Google Sheets to handle notifications and project creation in one seamless sequence.
And much more...

Who is Better Proposals + Flexie CRM integration for?

Connect your proposal paperwork directly to your CRM pipeline so revenue teams eliminate manual data entry and track client status in real time.

Sales Directors
Sales Directors
Account Executives
Account Executives
Operations Managers
Operations Managers
Growth Teams
Growth Teams
Customer Success Leads
Customer Success Leads
Finance Analysts
Finance Analysts
📈
Sales Directors
You review pipeline reports every morning but your CRM deals only update when someone manually checks signed paperwork, so your revenue metrics are always outdated — automating both apps means every closed agreement updates your CRM records instantly and your dashboard stays accurate.
⚡
Account Executives
You need to initiate onboarding the second a prospect signs your pitch document, but manual handoffs leave gaps where follow-ups stall — connecting these apps means signed proposals create CRM contacts and deal cards automatically so you can start client delivery without delay.
📊
Operations Managers
You answer to executive stakeholders who demand precise tracking across every active proposal and customer account, but manual logging causes discrepancies — integrating these apps means every proposal event syncs straight into your CRM database to maintain a reliable history.
🚀
Growth Teams
You handle high volumes of outgoing proposals daily and manual data entry cannot keep pace with your outbound momentum — this integration means every created proposal generates clean leads and customer profiles in your CRM without human bottlenecking.
🤝
Customer Success Leads
You depend on sales reps to hand over signed agreement details before you can schedule kickoff calls, but information often gets delayed — automating both apps means closed deals trigger immediate CRM record creation so your success team receives complete context right away.
📋
Finance Analysts
You audit financial records and contract values weekly, but manual data transfers between document tools and CRMs lead to missing entries — with this integration, every proposal detail transfers securely into your CRM to ensure zero discrepancies in your audit trail.
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Why choose Integrately to automate Better Proposals + Flexie CRM

Build and manage your Better Proposals + Flexie CRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Better Proposals + Flexie CRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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AI that builds your automations
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24x5 Live Chat Support
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Free done-for-you setup
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
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.
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1
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Frequently Asked Questions

How do I connect Better Proposals to Flexie CRM?
Frequently Asked Questions
You can connect Better Proposals to Flexie CRM in 1 click using ready-made templates on Integrately, or ask Integrately AI to build your custom workflow. It pairs seamlessly with tools like Slack, Gmail, and Google Sheets.
Can I automatically create deals in Flexie CRM when a proposal is signed?
Frequently Asked Questions
Can I connect Better Proposals, Flexie CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Better Proposals and Flexie CRM?
Frequently Asked Questions
How does Better Proposals data get transferred to Flexie CRM?
Frequently Asked Questions
Can I update contact and deal records in Flexie CRM automatically?
Frequently Asked Questions
Do I need coding skills to automate Better Proposals and Flexie CRM?
Frequently Asked Questions
Is the Better Proposals and Flexie CRM integration free?
Frequently Asked Questions
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