

Better Proposals + Hippo Video Integration
Integrate Better Proposals to Hippo Video in one click, or tell Integrately AI how you want each proposal handled. Track sign-offs, trigger personalized videos, notify your team, and update your records automatically.
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Ready Workflows for Better Proposals + Hippo Video Integration
Capture sign-offs, trigger personalized videos, notify your team, and update records, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Better Proposals + Hippo Video flow
Automate CRM updates, team alerts, and follow-ups right after your proposals and videos are handled. Pick a combination and activate it in one click.


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HubSpot (4)
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Calendly (3)
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Gmail (3)
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Stripe (3)
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Slack (3)
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Google Drive (3)
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When a proposal is signed in Better Proposals, send a personalized video in Hippo Video and create a contact in HubSpot.
New signed proposals trigger a personalized video in Hippo Video and automatically create a new contact in HubSpot without manual data entry.
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When a proposal is created in Better Proposals, send a personalized video in Hippo Video and create a deal in HubSpot.
Every new proposal generated in Better Proposals triggers a personalized video in Hippo Video and opens a tracked deal in HubSpot.
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When a video is watched in Hippo Video, create a proposal in Better Proposals and update the contact in HubSpot.
Engagement in Hippo Video automatically generates a proposal in Better Proposals and updates the corresponding contact in HubSpot.
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Use ChatGPT to summarise signed Better Proposals documents, send a personalized video in Hippo Video, and create a HubSpot task.
ChatGPT extracts key terms from signed Better Proposals documents, Hippo Video sends a video, and HubSpot creates a follow-up task.
Supported triggers and actions for Better Proposals and Hippo Video
Mix and match to build the exact automation you need

Better Proposals Triggers & Actions

Hippo Video Triggers & Actions
Instant
Lead is generated in Hippo Video
Triggers the automation when a new lead is generated
Try it → Instant
Call to action is clicked in Hippo Video
Triggers the automation when call details are modified
Try it → Instant
Annotation is clicked in Hippo Video
Triggers the automation when an annotation is clicked
Try it → What can you automate with Better Proposals + Hippo Video?
Streamline your proposal workflows and video marketing by connecting Better Proposals and Hippo Video for automated execution.
🚀
Trigger personalized videos on signed proposals
Automatically send a personalized video in Hippo Video the moment a client signs a proposal in Better Proposals. Your onboarding and thank-you sequences start instantly.
📝
Capture every proposal and video detail
Map all available proposal fields and video engagement metrics into your downstream tools instead of just basic names. Your records become complete and actionable.
🔔
Alert your team immediately on key events
Notify sales reps and managers instantly when proposals are opened, signed, or when prospects watch video content. No lead falls through the cracks.
🔀
Route actions based on submitted proposal fields
Trigger different video sequences or CRM updates depending on proposal tier, budget, or client selections. Tailor your outreach automatically.
🔄
Keep your records continuously up to date
Synchronize status changes between proposals and video analytics platforms in real time. Eliminate manual data entry across your entire stack.
🔍
Add or update records without creating duplicates
Check existing customer profiles before creating new entries when proposals are signed or leads are generated. Maintain clean data hygiene.
💳
Manage later status changes and billing milestones
Handle post-signature events like payment confirmations, contract renewals, or support handoffs automatically once proposals are completed.
🔗
Extend your workflow to HubSpot or Slack
Connect your Better Proposals and Hippo Video core flow directly with HubSpot to create contacts, log notes, and alert your team in Slack.
And much more...
Who is Better Proposals + Hippo Video integration for?
Connect Better Proposals and Hippo Video to eliminate manual handoffs, accelerate proposal cycles, and keep sales teams aligned on client engagement.
Sales leaders and managers
Account executives
Client success teams
Operations coordinators
Business development reps
Finance and admin staff
📈
Sales leaders and managers
You're reviewing proposal conversion rates and video engagement metrics, but your dashboard only updates when someone manually exports data, so the conversion numbers you're optimising against are always a few hours behind — integrating these apps means every signed proposal and video view updates your records instantly and your pipeline tracking stays current.
⚡
Account executives
You need to act fast when prospects engage with proposal documents or videos, but manual notification delays cause you to miss the optimal follow-up window — automating both apps means your team receives instant alerts and video triggers the moment prospect activity occurs.
🤝
Client success teams
You answer to executive stakeholders who want to see real-time progress on new client onboarding after proposal sign-offs, but manual updates leave gaps in client visibility — this integration means every proposal signature and welcome video triggers automatic logging across your systems.
📊
Operations coordinators
The volume of proposals and video campaigns is too high for anyone to keep up by hand, leading to missed follow-ups and unlogged sign-offs — automating both apps means high-volume proposal workflows run smoothly without manual intervention.
🎯
Business development reps
You own the initial outreach and depend on upstream proposal creation to trigger personalized video follow-ups, but delays between creation and outreach stall momentum — connecting these apps means video campaigns launch automatically as soon as proposals are drafted.
📑
Finance and admin staff
You need a reliable audit history of signed proposals and client interactions, but manual record-keeping keeps finding gaps in the timeline — automating both apps means every agreement and video touchpoint is logged accurately from start to finish.

Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Better Proposals + Hippo Video
Build and manage your Better Proposals + Hippo Video automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Better Proposals + Hippo Video with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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.
How Integrately Works?
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Frequently Asked Questions
How do I connect Better Proposals to Hippo Video?
You can connect Better Proposals to Hippo Video in 1 click using ready templates on Integrately or by asking Integrately AI to build the automation. It links your proposal events with video actions instantly.
Can I automatically send a personalized video in Hippo Video when a proposal is signed in Better Proposals?
Can I connect Better Proposals, Hippo Video, and HubSpot?
What is a good Zapier alternative for Better Proposals and Hippo Video?
How does Better Proposals data trigger video workflows?
Can Hippo Video engagement trigger new Better Proposals documents?
Do I need coding skills to automate Better Proposals and Hippo Video?
Is the Better Proposals and Hippo Video integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
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