Better Proposals + OneHash CRM Integration

Connect Better Proposals to OneHash CRM in 1 click

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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
  • OneHash CRM
    Lead is created in OneHash CRM
  • OneHash CRM
    Lead is updated in OneHash CRM
  • OneHash CRM
    Customer is updated in OneHash CRM
  • OneHash CRM
    Contact is updated in OneHash CRM
  • OneHash CRM
    Customer is created in OneHash CRM
  • OneHash CRM
    Contact is created in OneHash CRM
  • OneHash CRM
    Item is updated in OneHash CRM
  • OneHash CRM
    Item is created in OneHash CRM
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2.

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Ready Workflows Ready Workflows   for Better Proposals + OneHash CRM Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Better Proposals + OneHash CRM Integration

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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OneHash CRM + Better Proposals Integration

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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Automations

Top 10 Most Popular Better Proposals Automations from
Integrately Community

Just click on the workflow you want to automate

Better Proposals logo
Google Sheets logo
Create Google Sheets row for new Better Proposals proposal
Activate
Better Proposals logo
PerfexCRM logo
Create PerfexCRM contact for new Better Proposals proposal
Activate
CompanyHub logo
Better Proposals logo
Create Better Proposals proposal for new CompanyHub deal
Activate
Better Proposals logo
Bitrix24 logo
Create Bitrix24 contact for new Better Proposals proposal
Activate
Salesflare logo
Better Proposals logo
Create Better Proposals proposal for new Salesflare opportunity
Activate
Better Proposals logo
Google Sheets logo
Create Google Sheets row for new Better Proposals proposal
Activate
Better Proposals logo
PerfexCRM logo
Create PerfexCRM contact for new Better Proposals proposal
Activate
CompanyHub logo
Better Proposals logo
Create Better Proposals proposal for new CompanyHub deal
Activate
Better Proposals logo
Bitrix24 logo
Create Bitrix24 contact for new Better Proposals proposal
Activate
Salesflare logo
Better Proposals logo
Create Better Proposals proposal for new Salesflare opportunity
Activate
Better Proposals logo
Xero logo
Create Xero sales invoice from new Better Proposals proposal
Activate
Better Proposals logo
CompanyHub logo
Create CompanyHub contact for new Better Proposals proposal
Activate
Better Proposals logo
CompanyHub logo
Create CompanyHub record for new Better Proposals proposal
Better Proposals logo
CompanyHub logo
Create CompanyHub deal for new Better Proposals proposal
CompanyHub logo
Better Proposals logo
Create Better Proposals proposal for new CompanyHub company
Better Proposals logo
Xero logo
Create Xero sales invoice from new Better Proposals proposal
Activate
Better Proposals logo
CompanyHub logo
Create CompanyHub contact for new Better Proposals proposal
Activate
Better Proposals logo
CompanyHub logo
Create CompanyHub record for new Better Proposals proposal
Better Proposals logo
CompanyHub logo
Create CompanyHub deal for new Better Proposals proposal
CompanyHub logo
Better Proposals logo
Create Better Proposals proposal for new CompanyHub company

Top 10 Most Popular OneHash CRM Automations from
Integrately Community

Most popularmost-popular-automations
01
WordPress logo
OneHash CRM logo
Create OneHash CRM contact for new WordPress user
02
Quickblog logo
OneHash CRM logo
Create OneHash CRM contact for new Quickblog user
03
OneHash CRM logo
WordPress logo
Create WordPress user for new OneHash CRM contact
04
Instamojo logo
OneHash CRM logo
Create OneHash CRM contact from new Instamojo payment
05
OneHash CRM logo
WordPress logo
Create WordPress post for new OneHash CRM contact
cloud
OneHash CRM
app integration
06
OneHash CRM logo
SureCart logo
Create SureCart contact for new OneHash CRM contact
07
OneHash CRM logo
Shoprocket logo
Create Shoprocket customer for new OneHash CRM contact
08
sevDesk logo
OneHash CRM logo
Create OneHash CRM contact for new sevDesk contact
09
OneHash CRM logo
DaySchedule logo
Create DaySchedule event for new OneHash CRM contact
10
OneHash CRM logo
Productboard logo
Create Productboard feature for new OneHash CRM contact
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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750 Tasks
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in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Better Proposals or OneHash CRM With 1400+ Other Apps

Better Proposals
Better Proposals
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!
OneHash CRM
OneHash CRM
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.