Better Proposals + Mautic Integration

Integrate Better Proposals to Mautic in one click, or tell Integrately AI how you want each proposal handled. Send lead details, update your marketing contacts, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
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
  • Mautic
    Contact is created in Mautic Instant
  • Mautic
    Contact is updated in Mautic Instant
  • Mautic
    Contact points is changed in Mautic Instant
  • Mautic
    Form is submitted in Mautic Instant
  • Mautic
    Email viewed in Mautic Instant
  • Mautic
    Landing page visited by a contact in Mautic Instant
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2.
  • Better Proposals
    Create proposal in Better Proposals
  • Mautic
    Create or update contact in Mautic
  • Mautic
    Add contact to segment in Mautic
  • Mautic
    Search contact in Mautic
  • Mautic
    Create or update company in Mautic
  • Mautic
    Search company in Mautic

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Ready Workflows Ready Workflows for Better Proposals + Mautic Integration

Capture signed proposals as new contacts, update customer segments, alert your team, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Better Proposals + Mautic Integration

Create Mautic contact for new Better Proposals proposal

If your business uses Better Proposals to create proposal, you'll want to make sure that your Mautic 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 Mautic 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 Mautic.
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Mautic + Better Proposals Integration

Create Better Proposals proposal for new Mautic 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 Mautic? With this integration, you can!

When you create a contact in Mautic, 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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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Better Proposals + Mautic flow

Send new proposal data straight to your CRM, invoices, and email lists while notifying your sales team. Pick a combination and activate it in one click.

Better Proposals
Mautic
+
HubspotHubspot (4)
+
StripeStripe (3)
+
MailchimpMailchimp (3)
+
TypeformTypeform (3)
+
CalendlyCalendly (3)
+
SlackSlack (3)
B
M
H
Add every signed Better Proposals proposal as a contact in Mautic, and create a deal in HubSpot
Signed Better Proposals proposals instantly create Mautic contacts and HubSpot deals without manual data entry.
M
B
H
Log every new Mautic form submission in Better Proposals, and update the matching company in HubSpot
Mautic form submissions generate Better Proposals proposals and update HubSpot company records automatically.
M
B
H
When a Mautic contact is updated, create a proposal in Better Proposals and add a task in HubSpot
Updated Mautic contacts trigger new Better Proposals proposals and create follow-up tasks in HubSpot.
M
C
B
H
Use Claude to evaluate Mautic contact engagement before creating a Better Proposals proposal and updating HubSpot
Claude analyses Mautic contact scores before generating a Better Proposals proposal and updating HubSpot records.

Supported triggers and actions for Better Proposals and Mautic

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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Mautic
Mautic Triggers & Actions
Instant
Contact is created in Mautic
Triggers the automation when a new contact is created
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Instant
Contact is updated in Mautic
Triggers the automation when a contact is updated
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Instant
Contact points is changed in Mautic
Triggers the automation when contact points are updated
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Instant
Form is submitted in Mautic
Triggers the automation when a form is filled
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Instant
Email viewed in Mautic
Triggers the automation when an engagement action is created or modified
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Instant
Landing page visited by a contact in Mautic
Triggers the automation when a particular landing page is visited by any contact
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Create or update contact in Mautic
Adds or update contact information
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Add contact to segment in Mautic
Adds a new contact to a segment for targeted communication
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Search contact in Mautic
Finds and retrieves contact information
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Create or update company in Mautic
Creates or update company profile with the latest information
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Search company in Mautic
Finds information about a company
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What can you automate with Better Proposals + Mautic?

Connect your proposal creation and marketing automation workflows to eliminate manual busywork.

What you can automate?
📝
Create Mautic contacts from signed proposals
Automatically generate or update Mautic contact records the moment a client signs a proposal in Better Proposals. Your marketing database stays fully synchronized with closed deals.
📋
Capture every submitted field and proposal detail
Map all proposal custom fields and form answers directly into Mautic contact attributes instead of just names and emails. Your marketing segmentation becomes vastly more precise.
🔔
Alert your team instantly when proposals are signed
Send immediate notifications to your internal team channels whenever a proposal is opened, sent, or signed. Everyone stays informed without manual status checks.
🔀
Route workflows based on submitted fields
Trigger different Mautic segments or proposal templates depending on the specific services selected by your prospective clients. Tailor every automated follow-up.
🔄
Keep marketing records updated as proposals change
Automatically update contact points and segment memberships in Mautic whenever proposal statuses or client interactions change in Better Proposals.
👥
Add or update contacts without creating duplicates
Smart matching ensures existing Mautic records are updated rather than duplicated when new proposals are created or signed by repeat clients.
💳
Handle later status changes and milestone updates
Trigger downstream marketing automations when proposals move through viewing, signing, and payment stages. Maintain accurate lifecycle stages.
🔌
Extend your workflow to CRMs and billing tools
Connect your Better Proposals and Mautic automation to tools like HubSpot, Stripe, or Slack to handle payments, task creation, and team alerts in one pipeline.
And much more...

Who is Better Proposals + Mautic integration for?

Sales managers, marketers, and agency owners streamline lead handling, proposal tracking, and customer nurturing by connecting Better Proposals and Mautic directly.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Support teams
Support teams
Operations specialists
Operations specialists
Data analysts
Data analysts
📈
Performance marketers
You're running marketing campaigns across multiple channels but your marketing database only updates when someone manually exports lead lists, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new proposal submission lands in Mautic instantly and your data stays current.
Sales representatives
You need to act fast when prospects engage with commercial documents, but proposal notifications sit buried in email threads until it's too late to follow up — automating both apps means every signed proposal updates your CRM records instantly and your outreach stays timely.
📊
Account managers
You answer to clients who want immediate progress updates on their onboarding documents, but manual status checks leave gaps in your reporting — integrating these apps means every proposal stage change syncs directly into your tracking systems.
📥
Support teams
The volume of inbound form submissions is too high for anyone to keep up with by hand, causing delays in client onboarding and proposal dispatch — automating both apps means every form submission triggers proposal generation without manual data entry.
🔄
Operations specialists
You own the billing and fulfillment steps and depend on sales teams to hand over signed agreements, but manual handoffs cause frequent bottlenecks — this integration means signed proposals flow straight into your operational workflows automatically.
🗂️
Data analysts
You need a reliable history of prospect engagement and marketing touchpoints, but manual record-keeping keeps leaving gaps in your attribution models — connecting these apps means every proposal view and signature is logged reliably.
Our team

Ready Workflows 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 + Mautic

Build and manage your Better Proposals + Mautic 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 + Mautic 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.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Better Proposals to Mautic?
Frequently Asked Questions
You can connect Better Proposals to Mautic in 1-click using ready workflows on Integrately. Link your accounts, select a template, or ask Integrately AI to build your custom automation alongside tools like HubSpot, Stripe, and Slack.
Can I automatically create Mautic contacts when proposals are signed in Better Proposals?
Frequently Asked Questions
Can I connect Better Proposals, Mautic, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Better Proposals and Mautic?
Frequently Asked Questions
How does Better Proposals data transfer to Mautic?
Frequently Asked Questions
Can I update Mautic contact points from Better Proposals activity?
Frequently Asked Questions
Do I need coding skills to connect Better Proposals and Mautic?
Frequently Asked Questions
Is the Better Proposals and Mautic integration free?
Frequently Asked Questions
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