Better Proposals + Lusha Integration
Integrate Better Proposals to Lusha in one click, or tell Integrately AI how you want each proposal handled. Lookup contact details, enrich prospect records, update your CRM, 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
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- Create proposal in Better Proposals
Lookup contact in Lusha
Trusted by experts at...
Ready Workflows for Better Proposals + Lusha Integration
Lookup contact information, enrich prospect profiles, update your records, and trigger follow-ups, 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 + Lusha flow
Send enriched lead details to your CRM, alert your team, or log proposal records in cloud storage. Pick a combination and activate it in one click.
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HubSpot (4)
HubSpot (4) +
Pipedrive (3)
Pipedrive (3) +
Salesforce (3)
Salesforce (3) +
Slack (3)
Slack (3) +
Gmail (3)
Gmail (3) +
Google Drive (3)
Google Drive (3) B
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When a proposal is created in Better Proposals, lookup the contact in Lusha and create a contact in HubSpot.
New Better Proposals proposals trigger a Lusha lookup and create a contact in HubSpot instantly, removing manual copy steps.
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When a proposal is signed in Better Proposals, lookup contact details in Lusha and create a deal in HubSpot.
Signed Better Proposals proposals trigger a Lusha lookup and create a tracked deal in HubSpot automatically.
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When a proposal is sent in Better Proposals, lookup the contact in Lusha and create a task in HubSpot.
Sent Better Proposals proposals trigger a Lusha lookup and open a follow-up task in HubSpot for your sales rep.
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Use Claude to evaluate proposal data from Better Proposals, lookup contacts in Lusha, and create HubSpot records.
Claude analyses Better Proposals content, Lusha supplies contact details, and HubSpot stores the qualified record.
Supported triggers and actions for Better Proposals and Lusha
Mix and match to build the exact automation you need
What can you automate with Better Proposals + Lusha?
Streamline your proposal workflow by automating contact lookups, CRM syncs, and team notifications.
🔍
Lookup Contact Details Automatically on Proposal Creation
Trigger a Lusha lookup the moment a new proposal is generated in Better Proposals. Ensure your team has verified contact information ready before outreach begins.
📋
Capture Every Submitted Proposal Field
Map all available proposal data and enriched contact attributes directly into your downstream CRM. Eliminate partial records and missing information.
🔔
Notify Your Team As Soon As Proposals Are Signed
Alert your sales channel instantly when a client signs a proposal. Keep everyone aligned on closed business without checking dashboards manually.
🔀
Route Proposals Based on Client Value
Send high-value enterprise proposals to senior account managers while routing standard agreements to your inbound queue automatically.
🔄
Keep Destination Records Up to Date
Automatically update existing CRM contacts and deals whenever proposal statuses change in Better Proposals. Prevent outdated pipeline data.
🛡️
Prevent Duplicate Contact Records
Check existing database records before creating new entries. Ensure Lusha lookups attach seamlessly to existing accounts instead of generating clutter.
💼
Handle Later Status Changes Like Signed or Lost
Update pipeline stages automatically when proposals are marked signed, opened, or declined. Keep your forecasting accurate at all times.
💬
Extend Workflows to Slack and CRMs
Connect your core proposal flow to Slack or HubSpot to notify stakeholders and log activities in one continuous automated sequence.
And much more...
Who is Better Proposals + Lusha integration for?
Connecting Better Proposals and Lusha helps sales and proposal teams eliminate manual contact lookups, keeping client records accurate and follow-ups fast across every pipeline stage.
Sales Operations Managers
Account Executives
Client Success Directors
Business Development Teams
Sales Development Reps
CRM Administrators
📈
Sales Operations Managers
You review proposal metrics and pipeline health each week, but manual contact entry leaves gaps in your reporting dashboard — connecting these apps means every proposal automatically triggers contact enrichment and updates your reports in real time.
⚡
Account Executives
You need to act fast when prospects engage with proposals, but finding contact numbers takes too long and slows down outreach — automating both apps means contact details are looked up instantly so you can call leads the moment they open a proposal.
🤝
Client Success Directors
You answer to executive stakeholders who demand clear visibility into signed proposals and client onboarding progress — this integration means signed proposals instantly trigger contact lookups and log client data where stakeholders can review it.
📊
Business Development Teams
Your team handles high volumes of outbound proposals daily, and manual data entry creates a severe administrative bottleneck — automating both apps means contact lookups and CRM updates happen instantly without human effort.
🔄
Sales Development Reps
You own the immediate follow-up stage and depend on upstream proposal creation to trigger your outreach tasks — connecting these apps means every new proposal automatically provisions enriched contact data straight into your workflow.
🗂️
CRM Administrators
You maintain a clean database history, but manual proposal logging frequently results in duplicate records and missing fields — this integration means every proposal and contact lookup syncs with absolute consistency.
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 + Lusha
Build and manage your Better Proposals + Lusha automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Better Proposals + Lusha 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 Lusha?
You can connect Better Proposals to Lusha in 1 click on Integrately. Select a ready automation template or use Integrately AI to link Better Proposals and Lusha alongside tools like HubSpot, Slack, and Gmail effortlessly.
Can I lookup contact info automatically when a new proposal is created?
Can I connect Better Proposals, Lusha, and HubSpot?
What is a good Zapier alternative for Better Proposals and Lusha?
How does Better Proposals handle proposal events in automations?
How does Lusha enrich contact data in my workflow?
Do I need coding skills to automate Better Proposals and Lusha?
Is the Better Proposals and Lusha integration free?
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