Better Proposals + Heymarket SMS Integration

Integrate Better Proposals to Heymarket SMS in one click, or tell Integrately AI how you want each proposal handled. Notify your team, log customer details, update your records, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Heymarket SMS
    Contact is created in Heymarket SMS
  • Heymarket SMS
    New message is received in Heymarket SMS
  • Heymarket SMS
    New inbox is created in Heymarket SMS
  • Heymarket SMS
    New template is created in Heymarket SMS
Arrow Right
2.
  • Better Proposals
    Create proposal in Better Proposals
  • Heymarket SMS
    Send message in Heymarket SMS
  • Heymarket SMS
    Create a contact in Heymarket SMS
  • Heymarket SMS
    Create a template in Heymarket SMS

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Ready WorkflowsReady Workflows   for Better Proposals + Heymarket SMS Integration

Send messages on signed proposals, notify your team, update contacts, and trigger follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Connect more apps to your Better Proposals + Heymarket SMS flow

Sync your proposals and messages with CRMs, scheduling tools, and spreadsheets to keep your entire pipeline moving. Pick a combination and activate it in one click.

Better Proposals
Heymarket SMS
+
SalesforceSalesforce (3)
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CalendlyCalendly (3)
+
HubspotHubspot (3)
+
PipedrivePipedrive (3)
+
GmailGmail (3)
+
StripeStripe (3)
B
S
H
When a Better Proposals proposal is signed, create a contact in Salesforce and send a confirmation message in Heymarket SMS.
Signed proposals instantly create Salesforce contacts and trigger Heymarket SMS notifications so your sales team never misses an update.
B
S
H
When a proposal is created in Better Proposals, log the record in Salesforce and send an alert in Heymarket SMS.
New proposals are tracked in Salesforce and announced via Heymarket SMS the moment they are generated.
B
S
H
When a proposal is opened in Better Proposals, update the Salesforce record and send a follow-up message in Heymarket SMS.
Track client engagement by updating Salesforce and notifying your team via Heymarket SMS when proposals are opened.

Supported triggers and actions for Better Proposals and Heymarket SMS

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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Heymarket SMS
Heymarket SMS Triggers & Actions
Contact is created in Heymarket SMS
Triggers the automation when a new contact is created
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New message is received in Heymarket SMS
Triggers the automation when a new message is received
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New inbox is created in Heymarket SMS
Triggers the automation when a new inbox is created
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New template is created in Heymarket SMS
Triggers the automation when a new template is created
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Send message in Heymarket SMS
Sends a message to a recipient
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Create a contact in Heymarket SMS
Adds a new contact to the contact list
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Create a template in Heymarket SMS
Creates a new template
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What can you automate with Better Proposals + Heymarket SMS?

Connect your document workflow with instant messaging to eliminate manual handoffs and keep your team aligned.

What you can automate?
✍️
Trigger instant SMS alerts on signed proposals
Send a Heymarket SMS message automatically the moment a client signs a Better Proposals document. Your team learns about closed deals instantly.
📊
Capture every submitted proposal detail
Map all available proposal fields and client answers into your downstream apps instead of retyping names and contact numbers by hand.
🔔
Notify the right person when proposals open
Alert account managers via Heymarket SMS as soon as a prospect opens and reviews a Better Proposals document to time your follow-ups.
🔀
Route communications based on proposal content
Send different Heymarket SMS templates or assign specific team inboxes depending on the service tier selected in the proposal.
🔄
Keep client contact records up to date
Automatically update contact lists and CRM entries whenever proposal information changes or new details are submitted.
🛡️
Create clean contacts without duplicates
Check existing databases before adding new contacts from signed proposals, preventing duplicate entries in your messaging system.
⏱️
Manage status changes throughout the pipeline
Handle proposal updates, created documents, and sent reminders smoothly across both platforms without manual data entry.
🔌
Extend your workflow to CRMs and spreadsheets
Connect your core Better Proposals and Heymarket SMS flow with Hubspot or Salesforce to log complete customer journeys in one place.
And much more...

Who is Better Proposals + Heymarket SMS integration for?

Sales managers, account executives, and business owners streamline their client onboarding workflows by automating proposals and SMS communications across both platforms.

Sales directors
Sales directors
Account executives
Account executives
Project managers
Project managers
Operations leads
Operations leads
Customer success reps
Customer success reps
Business owners
Business owners
📈
Sales directors
You're reviewing proposal conversion rates across your department but your tracking reports only update when someone manually exports data, so the metrics you're optimising against are always a few hours behind — with this integration, every signed document updates your pipeline instantly and your data stays current.
Account executives
You need to act fast when prospects review documents, but you find out too late because notifications require manual checks — automations like this mean every proposal view triggers instant team alerts so you can follow up while interest is highest.
📋
Project managers
You answer to executive leadership who want to see onboarding progress immediately, but coordination lags behind closed deals — automating both apps means every signed proposal instantly notifies your team and kicks off project tasks without delay.
🔄
Operations leads
The volume of outgoing paperwork is too high for anyone to keep up by hand, leading to missed follow-up texts and delayed client communication — connecting these apps means every proposal event handles notifications and database updates automatically.
🤝
Customer success reps
You own the onboarding stage and depend on sales reps to hand over client details after agreements close, but information slips through the cracks — this integration means signed proposals instantly create contacts and send messages without manual intervention.
🗂️
Business owners
You need a reliable audit history of every client agreement and communication, but keep finding gaps between your document software and messaging inbox — automating both platforms means every interaction is logged reliably from start to finish.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Better Proposals + Heymarket SMS

Build and manage your Better Proposals + Heymarket SMS 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 + Heymarket SMS with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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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Frequently Asked Questions

How do I connect Better Proposals to Heymarket SMS?
Frequently Asked Questions
You can connect Better Proposals and Heymarket SMS instantly using 1-click workflows on Integrately. Choose a template or ask Integrately AI to build your integration with apps like Salesforce, Hubspot, and Gmail.
Can I automatically send an SMS when a proposal is signed?
Frequently Asked Questions
Can I connect Better Proposals, Heymarket SMS, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Better Proposals and Heymarket SMS?
Frequently Asked Questions
How are signed proposals from Better Proposals handled?
Frequently Asked Questions
Can I sync contacts from Heymarket SMS to other tools?
Frequently Asked Questions
Do I need coding skills to automate Better Proposals and Heymarket SMS?
Frequently Asked Questions
Is the Better Proposals and Heymarket SMS integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Better Proposals or Heymarket SMS With 1500+ Other Apps

Better Proposals
Popular Better Proposals Integrations
Connect Better Proposals to CRM, email, and invoicing tools to manage document workflows and client agreements.
Heymarket SMS
Popular Heymarket SMS Integrations
Sync Heymarket SMS with helpdesk, marketing, and team chat platforms to streamline customer communication.