When Proposal is signed in Better Proposals > Create action in workspace in Hive
Better Proposals + Hive Integration
Better Proposals + Hive Integration
Integrate Better Proposals to Hive in one click, or tell Integrately AI how you want each proposal handled. Create project actions, notify your team, update project boards, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Proposal is signed in Better Proposals- Proposal is created in Better Proposals
- Proposal is sent in Better Proposals
- Proposal is opened in Better Proposals
Action is created in Hive- Action is updated in Hive
2.
- Create proposal in Better Proposals
- Create action in workspace in Hive
- Create action in project in Hive
- Send message in Hive
- Create project in Hive
- Add comment to action in Hive
Trusted by experts at...
Ready Workflows for Better Proposals + Hive Integration
Capture signed proposals, organise project tasks, notify team members, and update boards, all in just one click.
Most popular automations
When Proposal is signed in Better Proposals > Create action in project in Hive
Better Proposals + Hive Integration
Create Hive action for new Better Proposals proposal
Better Proposals + Hive Integration
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Better Proposals + Hive flow
Streamline deal tracking, team updates, and document archiving after your core proposal workflow completes. Pick a combination and activate it in one click.
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Pipedrive (4)
Pipedrive (4) +
HubSpot (4)
HubSpot (4) +
Slack (4)
Slack (4) +
Google Drive (4)
Google Drive (4) +
Asana (4)
Asana (4) +
Gmail (4)
Gmail (4) B
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Create a Hive project action for every signed Better Proposals document, and add the contact as a person in Pipedrive.
Signed Better Proposals documents instantly trigger a Hive project action and create a person record in Pipedrive without manual entry.
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Send a notification action in Hive when a Better Proposals proposal is sent, and log a note in Pipedrive.
Keep your team informed in Hive and maintain proposal history in Pipedrive as soon as a Better Proposals document goes out.
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When a Better Proposals proposal is opened, update the associated deal stage in Pipedrive and create a follow-up action in Hive.
Engage prospective clients faster by updating Pipedrive deal stages and scheduling Hive follow-ups the moment a proposal is opened.
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Use Claude to analyse every signed Better Proposals document, create a project action in Hive, and add a deal in Pipedrive.
Extract key project scopes using Claude upon proposal signature, creating structured Hive actions and Pipedrive deals automatically.
Supported triggers and actions for Better Proposals and Hive
Mix and match to build the exact automation you need
What can you automate with Better Proposals + Hive?
Streamline your entire proposal-to-project workflow with automated actions, conditional routing, and real-time synchronisation.
🚀
Turn signed proposals into active project actions
Automatically generate a new action in Hive the moment a client signs a Better Proposals document. Eliminate manual handoffs and start project execution immediately.
📝
Capture every submitted proposal detail
Map all custom fields, client names, and budget values from Better Proposals directly into your Hive workspace actions. Keep your project parameters complete and accurate.
🔔
Notify your team the second proposals are sent
Trigger workspace notifications in Hive as soon as a proposal is created or sent. Ensure sales and management teams stay informed of every client interaction.
🔀
Route actions based on proposal tier or value
Create different project workflows in Hive depending on the proposal budget or service tier selected. Direct high-value clients to specialised onboarding teams automatically.
🔄
Keep project records updated as proposals change
Automatically update existing Hive actions whenever a Better Proposals document is modified or updated. Ensure your team always works with the latest specifications.
🛡️
Prevent duplicate project creation
Check existing workspace actions before generating new entries from proposal sign-offs. Maintain a clean project database without redundant records.
⏱️
Manage status changes across proposal stages
Update project workflows in Hive when proposals move from opened to signed. Track client engagement stages dynamically across your entire portfolio.
🔌
Extend your workflow with supporting apps
Connect your Better Proposals and Hive flow with tools like Slack or Google Drive to archive documents and notify stakeholders effortlessly.
And much more...
Who is Better Proposals + Hive integration for?
Sales teams and project managers who need to turn signed proposals into active workspace tasks instantly without missing project milestones or dropping communication.
Sales Directors
Project Managers
Account Executives
Operations Leads
Implementation Specialists
Business Owners
📈
Sales Directors
You rely on proposal sign-off metrics to forecast quarterly revenue, but manual task handoffs mean project teams find out days late, leaving your operational dashboards outdated — this integration means every signed proposal creates an active project task instantly and keeps your performance data accurate.
⚡
Project Managers
You need to initiate onboarding the moment a client signs agreement, but waiting for manual notifications delays kickoffs and frustrates incoming clients — with this integration, every new proposal signature automatically sets up workspace actions so your team starts execution without delay.
🤝
Account Executives
You close deals in Better Proposals and need to hand off deliverables smoothly, but copying client specs by hand leads to missed requirements and inconsistent client onboarding — automating both apps means client details flow directly into your workspace tasks on day one.
📊
Operations Leads
You handle high volumes of client agreements across multiple portfolios, but manual data transfer between sales and delivery creates bottlenecks that stall project workflows — this integration means every proposal event populates your workspace items effortlessly.
🎯
Implementation Specialists
You depend on accurate proposal details to configure client workspaces, but incomplete handoffs force you to chase sales reps for missing information — connecting these apps means every signed contract populates your project actions with complete data.
📋
Business Owners
You need a reliable audit trail of won proposals and resulting project tasks, but fragmented systems leave gaps in your operational history — automating both platforms means every proposal state change is logged securely in your workspace.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Better Proposals + Hive
Build and manage your Better Proposals + Hive automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Better Proposals + Hive 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 Hive?
You can connect Better Proposals to Hive instantly using ready-made workflows on Integrately. With 1-click setup, you can link your accounts and sync proposals with popular apps like Pipedrive, HubSpot, Slack, Google Drive, Asana, and Gmail or use Integrately AI to customise your flow.
Can I automatically create Hive actions when Better Proposals are signed?
Can I connect Better Proposals, Hive, and Slack?
What is a good Zapier alternative for Better Proposals and Hive?
How do proposal details transfer from Better Proposals to Hive?
Can Hive actions update when Better Proposals status changes?
How can I automate my proposal workflow without coding?
Is the Better Proposals and Hive integration free?
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