Better Proposals + Re:plain Integration
Integrate Better Proposals to Re:plain in one click, or tell Integrately AI how you want each proposal handled. Capture website enquiries, generate professional proposals, track engagement, and close deals 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
Contact form is submitted in Re:plain Instant- New message is received in Re:plain Instant
2.
- Create proposal in Better Proposals
Trusted by experts at...
Ready Workflows for Better Proposals + Re:plain Integration
Capture website contacts, generate new proposals, track when they are opened, and notify your team, 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 + Re:plain flow
Connect CRM, billing, messaging, and project tools to manage your proposals from first website contact to signed deal. Pick a combination and activate it in one click.
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HubSpot (4)
HubSpot (4) +
Stripe (3)
Stripe (3) +
Gmail (3)
Gmail (3) +
Slack (3)
Slack (3) +
Trello (3)
Trello (3) +
Google Drive (3)
Google Drive (3) R
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Create a Better Proposals proposal from every Re:plain contact submission, and add the contact in HubSpot
New website enquiries submitted in Re:plain immediately generate a proposal in Better Proposals and sync as a new contact in HubSpot, eliminating manual data entry.
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When a new Re:plain message arrives, create a Better Proposals proposal and create a deal in HubSpot
Turn incoming Re:plain messages into active proposals in Better Proposals and track them as new deals in HubSpot automatically.
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Turn Re:plain contact submissions into Better Proposals proposals and create a follow-up task in HubSpot
Capture Re:plain form submissions as Better Proposals proposals and schedule a follow-up task in HubSpot for your sales representatives.
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If a Re:plain message contains enterprise keywords, create a Better Proposals proposal and create a high-priority HubSpot deal
Identify high-value enquiries from Re:plain messages, generate a custom Better Proposals proposal, and log a high-priority deal in HubSpot.
Supported triggers and actions for Better Proposals and Re:plain
Mix and match to build the exact automation you need
What can you automate with Better Proposals + Re:plain?
Streamline your proposal workflow from initial website contact to signed agreement with powerful multi-app automations.
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Generate proposals from website contact submissions
Trigger a new Better Proposals document automatically the moment a visitor submits a contact form or sends a message through Re:plain. Eliminate manual data transfer between your website chat widget and your sales quoting software.
📋
Capture every submitted custom field
Map all available contact form answers and message details from Re:plain directly into your Better Proposals documents. Ensure no project specification or client requirement gets left behind during proposal creation.
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Alert your team instantly on new enquiries
Notify your sales representatives the second a prospective client interacts with your website chat or contact form. Ensure rapid response times and keep your entire team aligned on incoming opportunities.
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Route proposals based on submitted criteria
Send different proposal templates or assign specific team members based on keywords and service tiers submitted through Re:plain chat. Tailor your sales approach automatically for different client types.
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Keep client records updated as deals progress
Synchronise proposal statuses, client edits, and signature confirmations across your connected business tools in real time. Maintain a single source of truth for every active sales opportunity.
👥
Prevent duplicate customer profiles
Check existing database records before creating new proposals or client profiles from Re:plain submissions. Keep your CRM and proposal software free from redundant entries and clunky duplicates.
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Trigger billing and invoicing on signature
Initiate customer accounts, payment links, or subscription billing as soon as a proposal is signed or accepted. Bridge the gap between sales acceptance and financial processing effortlessly.
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Extend your workflow to HubSpot
Connect your Better Proposals and Re:plain automation flow directly with HubSpot to create contacts, log deals, and schedule follow-up tasks without manual intervention.
And much more...
Who is Better Proposals + Re:plain integration for?
Connecting Better Proposals and Re:plain helps sales teams, founders, and consultants turn website chats and contact form submissions into professional proposals instantly without manual data entry.
Sales directors
Account executives
Agency owners
Customer success managers
Project coordinators
Operations leads
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Sales directors
You're reviewing conversion metrics across your website channels but your pipeline reports only update when someone manually exports submissions, so the opportunity counts you're optimising against are always lagging behind — with this integration, every new website lead triggers a proposal instantly and your pipeline data stays current.
⚡
Account executives
You need to respond to prospective clients the moment they submit a website enquiry, but notification delays mean you often find out about hot leads hours after they reach out — automating both apps means every contact form submission creates a proposal and alerts you instantly, so your response times drop to minutes.
🤝
Agency owners
You answer to prospective clients who expect immediate professional documentation after chatting on your website, but manual quote generation creates frustrating bottlenecks — this integration means every website interaction translates into a polished proposal immediately and your client onboarding runs without friction.
📊
Customer success managers
The volume of inbound website enquiries is too high for anyone to keep up with by hand, leading to missed follow-ups and unassigned documents — automating both apps means every contact submission generates structured records automatically and your team handles high lead volumes effortlessly.
🎯
Project coordinators
You own the delivery phase and depend on someone upstream to hand over client details from website chats, but manual copy-pasting leads to missing project notes — connecting these apps means every proposal creation populates your project boards instantly and your handoffs become completely seamless.
🗂️
Operations leads
You need a reliable history of every website interaction and proposal generated, but manual record-keeping keeps finding gaps in your archives — with this integration, every contact submission and proposal document is logged across your systems and your historical audit trails remain flawless.
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 + Re:plain
Build and manage your Better Proposals + Re:plain automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Better Proposals + Re:plain 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?
1
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Connect Accounts
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Automation is ready
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Frequently Asked Questions
How do I connect Better Proposals to Re:plain?
Connecting Better Proposals to Re:plain takes just one click on Integrately. You can link your accounts, select a ready-made automation template, or ask Integrately AI to configure the workflow for you alongside tools like HubSpot, Gmail, and Slack.
Can I automatically create a proposal when someone submits a contact form in Re:plain?
Can I connect Better Proposals, Re:plain, and HubSpot?
What is a good Zapier alternative for Better Proposals and Re:plain?
How does Better Proposals handle form data passed from Re:plain?
Can I trigger actions based on new Re:plain messages?
Do I need coding skills to connect Better Proposals and Re:plain?
Is the Better Proposals and Re:plain integration free?
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