Better Proposals + OneHash CRM Integration

Connect Better Proposals to OneHash CRM - Automate your workflows in 1-click

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Ready workflows for Better Proposals + OneHash CRM Integration

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

When you create a contact in OneHash CRM, 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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Create OneHash CRM contact for new Better Proposals proposal

If your business uses Better Proposals to create proposal, you'll want to make sure that your OneHash CRM 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 OneHash CRM 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 OneHash CRM.

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Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Better Proposals & OneHash CRM

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Proposal is signed in Better Proposals
Proposal is created in Better Proposals
Proposal is sent in Better Proposals
Proposal is opened in Better Proposals
Lead is created in OneHash CRM
Lead is updated in OneHash CRM
Customer is updated in OneHash CRM
Contact is updated in OneHash CRM
Customer is created in OneHash CRM
Contact is created in OneHash CRM
Item is updated in OneHash CRM
Item is created in OneHash CRM

Create proposal in Better Proposals
Create customer in OneHash CRM
Create contact in OneHash CRM
Search contact in OneHash CRM
Create lead in OneHash CRM
Create quotation in OneHash CRM
Create purchase invoice in OneHash CRM
Create sales invoice in OneHash CRM
Create item in OneHash CRM
Create sales order in OneHash CRM
Create purchase order in OneHash CRM

3x-10x Less Expensive Than Zapier

Zapier

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

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Integrate Better Proposals & OneHash CRM In 1 Click
And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Better Proposals & OneHash CRM with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

Want to automate something else in your workflow?

You Can Also Connect Better Proposals or OneHash CRM With 1100+ Other Apps

Better Proposals lets you create professional proposals in minutes. Create, edit and send a new proposal in 3 easy steps. All the basic information you need to include is already there!

See Better Proposals Integrations

OneHash CRM is a go-to platform for managing your entire workflow. It helps you efficiently track leads, customers, and item updates, generate contacts, manage inventory, and handles invoices and quotations in one platform.

See OneHash CRM Integrations