Better Proposals + Flowlu Integration

Connect Better Proposals to Flowlu 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
  • Flowlu
    Task is created in Flowlu Instant
  • Flowlu
    Task is updated in Flowlu Instant
  • Flowlu
    Task list is created in Flowlu Instant
  • Flowlu
    Task is deleted in Flowlu Instant
  • Flowlu
    Task list is updated in Flowlu Instant
  • Flowlu
    Task list is deleted in Flowlu Instant
  • Flowlu
    Task follower is created in Flowlu Instant
  • Flowlu
    Task follower is deleted in Flowlu Instant
  • Flowlu
    Opportunity is created in Flowlu Instant
  • Flowlu
    Opportunity is updated in Flowlu Instant
  • Flowlu
    CRM Account is created in Flowlu Instant
  • Flowlu
    CRM Account is updated in Flowlu Instant
  • Flowlu
    CRM Account is deleted in Flowlu Instant
  • Flowlu
    Project is created in Flowlu Instant
  • Flowlu
    Project is updated in Flowlu Instant
  • Flowlu
    Project is deleted in Flowlu Instant
  • Flowlu
    Invoice is created in Flowlu Instant
  • Flowlu
    Invoice is updated in Flowlu Instant
  • Flowlu
    Organization is created in Flowlu Instant
  • Flowlu
    Organization is updated in Flowlu Instant
  • Flowlu
    Product is created in Flowlu Instant
  • Flowlu
    Product is updated in Flowlu Instant
  • Flowlu
    Product is deleted in Flowlu Instant
  • Flowlu
    Estimate is updated in Flowlu Instant
  • Flowlu
    Estimate is created in Flowlu Instant
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2.

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Ready Workflows Ready Workflows   for Better Proposals + Flowlu Integration

Just click on the workflow you want to automate

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

Create Flowlu contact for new Better Proposals proposal

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

Create Better Proposals proposal for new Flowlu opportunity

Are you a Flowlu user who also uses Better Proposals for proposal writing? If so, we have some great news for you! This integration will allow you to create proposal in Better Proposals directly from opportunity in Flowlu.

This means that you can save time by automatically creating proposal based on the information contained in your opportunity. Plus, it's easy to get started - simply click activate and connect your Flowlu and Better Proposals accounts.
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Flowlu + Better Proposals Integration

Create Better Proposals proposal for new Flowlu organization

If your company uses Flowlu, and you need to create proposal, there's an easy way to do it using Better Proposals. When you create a new organization in Flowlu, this integration will automatically create a proposal for you in Better Proposals.

You can then modify the proposal as needed, and send it to your potential clients. This saves you time and effort, since you don't have to create the proposal manually or switch between programs to create the proposal.
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Better Proposals + Flowlu Integration

Create Flowlu task for new Better Proposals proposal

With this Flowlu 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 Flowlu.

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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Who Is This Integration For?

Sales Teams
Sales Teams
Project Managers
Project Managers
SMB Owners
SMB Owners
Consultants
Consultants
Financial Advisors
Financial Advisors
Sales Teams
Sales teams often struggle with manually updating CRM systems with new proposals, leading to missed follow-ups and lost opportunities.
Project Managers
Project managers need instant access to financial proposals for budgeting and allocation but face delays due to manual processing.
SMB Owners
Small business owners are overwhelmed trying to keep track of financial documents and client communications, wasting time and risking errors.
Consultants
Consultants need to efficiently manage documentation and project timelines, but often face bottlenecks aligning proposals with project management tools.
Financial Advisors
Financial advisors frequently need to update client records with new proposals, but end up spending valuable time inputting data into disparate systems.
Better Proposals logo
Flowlu logo

What Can You Automate With Better Proposals + Flowlu

Add New Proposals to Flowlu as Opportunities
Automatically create a new opportunity in Flowlu every time you send a proposal from BetterProposals. Save time and ensure every potential deal is tracked and managed efficiently.
Sync Proposal Details to Flowlu Projects
When you finalize a proposal in BetterProposals, automatically sync its details to a corresponding project in Flowlu. This keeps your project data accurate and up-to-date without manual entry.
Update Client Records with New Proposal Data
Every time a proposal is sent via BetterProposals, update the client's record in Flowlu. This integration helps you maintain accurate client profiles and improve personalized communication.
Create Tasks in Flowlu from Proposal Approvals
When a proposal is approved in BetterProposals, automatically create a task in Flowlu to kickstart execution. Avoid delays and ensure timely follow-through by integrating both apps seamlessly.
Generate Financial Reports from Proposal Metrics
Compile financial metrics from your BetterProposals documents directly into Flowlu reports. This automation helps you quickly access valuable insights and make data-driven business decisions.
And much more...
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 Flowlu Automations from
Integrately Community

Most popularmost-popular-automations
01
Flowlu logo
Slack logo
Send Slack message for new Flowlu task
02
Flowlu logo
Telegram logo
Send Telegram message for new Flowlu task
03
Flowlu logo
Google Tasks logo
Create Google Tasks task for new Flowlu task
04
Todoist logo
Flowlu logo
Create Flowlu task for new Todoist task
05
Google Tasks logo
Flowlu logo
Create Flowlu task for new Google Tasks task
cloud
Flowlu
app integration
06
Flowlu logo
WhatsApp logo
Send WhatsApp message for new Flowlu task
07
Flowlu logo
TickTick logo
Create TickTick task for new Flowlu task
08
Flowlu logo
WA Toolbox logo
Send WA Toolbox message for new Flowlu task
09
Notion logo
Flowlu logo
Create Flowlu task for new Notion database item
10
Flowlu logo
Textgun SMS logo
Send Textgun SMS message for new Flowlu task
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Better Proposals or Flowlu 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!
Flowlu
Flowlu
Flowlu is the ultimate digital workplace. With Flowlu, you can create and manage all your projects, tasks and projects in one place — from anywhere with an internet connection.