Better Proposals + Freshworks CRM (Freshsales Suite) Integration

Connect Better Proposals to Freshworks CRM (Freshsales Suite) 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
  • Freshworks CRM (Freshsales Suite)
    Contact is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Contact is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Task is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is updated in Freshworks CRM (Freshsales Suite)
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2.

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Ready Workflows Ready Workflows   for Better Proposals + Freshworks CRM (Freshsales Suite) Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Better Proposals + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) contact for new Better Proposals proposal

If your business uses Better Proposals to create proposal, you'll want to make sure that your Freshworks CRM (Freshsales Suite) 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 Freshworks CRM (Freshsales Suite) 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 Freshworks CRM (Freshsales Suite).
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Freshworks CRM (Freshsales Suite) + Better Proposals Integration

Create Better Proposals proposal for new Freshworks CRM (Freshsales Suite) deal

Are you a Freshworks CRM (Freshsales Suite) 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 deal in Freshworks CRM (Freshsales Suite).

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

Create Freshworks CRM (Freshsales Suite) 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 Freshworks CRM (Freshsales Suite). 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 Freshworks CRM (Freshsales Suite), you'll be able to work smarter, not harder.
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Freshworks CRM (Freshsales Suite) + Better Proposals Integration

Create Better Proposals proposal for new Freshworks CRM (Freshsales Suite) account

If your company uses Freshworks CRM (Freshsales Suite), and you need to create proposal, there's an easy way to do it using Better Proposals. When you create a new account in Freshworks CRM (Freshsales Suite), 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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Freshworks CRM (Freshsales Suite) + Better Proposals Integration

Create Better Proposals proposal for new Freshworks CRM (Freshsales Suite) 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 Freshworks CRM (Freshsales Suite)? With this integration, you can!

When you create a contact in Freshworks CRM (Freshsales Suite), 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 Freshworks CRM (Freshsales Suite) Automations from
Integrately Community

Most popularmost-popular-automations
01
Elementor Forms logo
Freshworks CRM (Freshsales Suite) logo
Create Freshworks CRM (Freshsales Suite) contact for new Elementor Forms form submission
02
Google Sheets logo
Freshworks CRM (Freshsales Suite) logo
Create Freshworks CRM (Freshsales Suite) contact for new Google Sheets row
03
WordPress logo
Freshworks CRM (Freshsales Suite) logo
Create Freshworks CRM (Freshsales Suite) contact for new WordPress user
04
Convert Box logo
Freshworks CRM (Freshsales Suite) logo
Create Freshworks CRM (Freshsales Suite) contact for new Convert Box visitor
05
ThriveCart logo
Freshworks CRM (Freshsales Suite) logo
Create Freshworks CRM (Freshsales Suite) contact from new ThriveCart purchase
cloud
Freshworks CRM (Freshsales Suite)
app integration
06
Freshworks CRM (Freshsales Suite) logo
Apollo logo
Create Apollo opportunity from new Freshworks CRM (Freshsales Suite) contact
07
Freshworks CRM (Freshsales Suite) logo
AiSensy logo
Send AiSensy template message for new Freshworks CRM (Freshsales Suite) task
08
Freshworks CRM (Freshsales Suite) logo
Apollo logo
Create Apollo opportunity for new Freshworks CRM (Freshsales Suite) deal
09
Freshworks CRM (Freshsales Suite) logo
MSG91 logo
Send MSG91 sms for new Freshworks CRM (Freshsales Suite) task
10
Freshworks CRM (Freshsales Suite) logo
WhatsApp logo
Send WhatsApp message for new Freshworks CRM (Freshsales Suite) task
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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!
Freshworks CRM (Freshsales Suite)
Freshworks CRM (Freshsales Suite)
Freshworks is an all-in-one solution for sales, marketing, customer support and service teams to optimize their existing workflows. It helps you close deals faster, win more business, and retain your best customers.