Better Proposals + Salesmate Integration

Integrate Better Proposals to Salesmate in one click, or tell Integrately AI how you want each proposal handled. Track signed deals, update your pipeline, 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
  • Salesmate
    Contact is created in Salesmate
  • Salesmate
    Contact is updated in Salesmate Instant
  • Salesmate
    Deal is created in Salesmate
  • Salesmate
    Deal is updated in Salesmate Instant
  • Salesmate
    Company is created in Salesmate
  • Salesmate
    Company is updated in Salesmate Instant
  • Salesmate
    Activity is updated in Salesmate Instant
  • Salesmate
    Activity is created in Salesmate
Arrow Right
2.
  • Better Proposals
    Create proposal in Better Proposals
  • Salesmate
    Create contact in Salesmate
  • Salesmate
    Search contact in Salesmate
  • Salesmate
    Update contact in Salesmate
  • Salesmate
    Get contact by id in Salesmate
  • Salesmate
    Create deal in Salesmate
  • Salesmate
    Update deal in Salesmate
  • Salesmate
    Search deal in Salesmate
  • Salesmate
    Create activity in Salesmate
  • Salesmate
    Update activity in Salesmate
  • Salesmate
    Search activity in Salesmate
  • Salesmate
    Create company in Salesmate
  • Salesmate
    Update company in Salesmate
  • Salesmate
    Search company in Salesmate
  • Salesmate
    Create note in Salesmate

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Ready Workflows Ready Workflows for Better Proposals + Salesmate Integration

Create deals, update contacts, log activities, alert your team, and track pipeline progress, all in just one click.

Most popular automationsmost-popular-automations
Better Proposals + Salesmate Integration

Create Salesmate contact for new Better Proposals proposal

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

Create Better Proposals proposal for new Salesmate deal

Are you a Salesmate user who also uses Better Proposals for proposal writing? If so, we have some great news for you! This integration will allow you to create proposal in Better Proposals directly from deal in Salesmate.

This means that you can save time by automatically creating proposal based on the information contained in your deal. Plus, it's easy to get started - simply click activate and connect your Salesmate and Better Proposals accounts.
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Better Proposals + Salesmate Integration

Create Salesmate deal for new Better Proposals proposal

With this integration, whenever a proposal is created in Better Proposals, it can be automatically create an deal in Salesmate. This saves time and ensures that your proposal and deal are always in sync.

Having your proposal and deal data in the same system makes it easy to track the progress of your sales pipeline and make decisions about where to focus your efforts. With seamless integration between Better Proposals and Salesmate, you'll be able to work smarter, not harder.
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Salesmate + Better Proposals Integration

Create Better Proposals proposal for new Salesmate company

If your company uses Salesmate, and you need to create proposal, there's an easy way to do it using Better Proposals. When you create a new company in Salesmate, this integration will automatically create a proposal for you in Better Proposals.

You can then modify the proposal as needed, and send it to your potential clients. This saves you time and effort, since you don't have to create the proposal manually or switch between programs to create the proposal.
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Salesmate + Better Proposals Integration

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

When you create a contact in Salesmate, 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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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 + Salesmate flow

Send proposal details to your CRM, alert your team, or update your spreadsheets the moment an event occurs. Pick a combination and activate it in one click.

Better Proposals
Salesmate
+
HubSpotHubSpot (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
Google DriveGoogle Drive (3)
+
AsanaAsana (3)
B
S
H
Create a deal in Salesmate and a contact in HubSpot when a proposal is signed in Better Proposals
Signed Better Proposals proposals instantly create a deal in Salesmate and a contact in HubSpot without manual data entry.
B
S
H
Update the Salesmate deal and HubSpot company when a proposal is sent in Better Proposals
Sent proposals automatically update your Salesmate deal and HubSpot company records in real time.
B
S
H
Create a contact in Salesmate and a task in HubSpot when a proposal is created in Better Proposals
New Better Proposals proposals set up your Salesmate contact and open a follow-up task in HubSpot automatically.

Supported triggers and actions for Better Proposals and Salesmate

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
Try it β†’
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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Salesmate
Salesmate Triggers & Actions
Contact is created in Salesmate
Triggers the automation when a new contact is created
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Instant
Contact is updated in Salesmate
Triggers the automation when a contact is updated
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Deal is created in Salesmate
Triggers the automation when a deal is created
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Instant
Deal is updated in Salesmate
Triggers the automation when a deal is updated
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Company is created in Salesmate
Triggers the automation when a new company is created
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Instant
Company is updated in Salesmate
Triggers the automation when a company is updated
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Instant
Activity is updated in Salesmate
Triggers the automation when an activity is updated
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Activity is created in Salesmate
Triggers the automation when a new activity is created
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Create contact in Salesmate
Adds a new contact to the database
Try it β†’
Search contact in Salesmate
Finds and retrieves contact information
Try it β†’
Update contact in Salesmate
Updates contact information with new details
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Get contact by id in Salesmate
Retrieves a contact's information based on their id
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Create deal in Salesmate
Generates a new deal with
Try it β†’
Update deal in Salesmate
Updates deal information based on new criteria or changes
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Search deal in Salesmate
Retrieves and find a deal
Try it β†’
Create activity in Salesmate
Generates a new activity or task
Try it β†’
Update activity in Salesmate
Updates the activity with the latest information
Try it β†’
Search activity in Salesmate
Retrieves search results based on particular criteria
Try it β†’
Create company in Salesmate
Generates a new company profile with given details
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Update company in Salesmate
Updates company information
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Search company in Salesmate
Finds information about a company
Try it β†’
Create note in Salesmate
Creates a new note in the particular format
Try it β†’

What can you automate with Better Proposals + Salesmate?

Streamline your entire sales pipeline from initial proposal creation to closed-won deal management.

What you can automate?
πŸ’Ό
Sync signed proposals into closed deals
Automatically convert every signed Better Proposals document into a closed-won deal in Salesmate. Eliminate manual data entry and keep your revenue pipeline accurate in real time.
πŸ“‹
Capture every proposal field in your CRM
Map custom proposal values and client details directly into Salesmate fields. Ensure your contact records and deal notes contain complete information from the first interaction.
πŸ””
Alert your team when documents are opened
Notify sales reps the moment a prospect opens or views a proposal. Time your outreach perfectly while engagement is high and closing probability peaks.
πŸ”€
Route deals based on proposal value
Send high-value enterprise proposals to senior account managers while routing standard tier deals to your general queue automatically.
πŸ”„
Keep pipeline stages updated as documents change
Automatically update Salesmate deal stages whenever a Better Proposals document moves from draft to sent, viewed, or signed.
πŸ”
Prevent duplicate contacts in your CRM
Search existing Salesmate records before creating new contacts or deals. Maintain a clean database without cluttering your pipeline with duplicate entries.
⏱️
Trigger follow-ups on stalled proposals
Create automated tasks or send reminder emails when proposals remain unopened or unsigned after a set number of days.
πŸš€
Extend your workflow to team messaging
Connect your core sales process with Slack to announce new signed deals and celebrate revenue milestones instantly with your entire team.
And much more...

Who is Better Proposals + Salesmate integration for?

Sales managers, account executives, and business owners streamline pipeline tracking and eliminate manual data entry between proposal creation and CRM management.

Sales Directors
Sales Directors
Account Executives
Account Executives
Agency Founders
Agency Founders
Operations Managers
Operations Managers
Business Development Reps
Business Development Reps
Sales Operations Specialists
Sales Operations Specialists
πŸ“ˆ
Sales Directors
You rely on pipeline reports to forecast revenue, but manual deal entry leaves your dashboard incomplete and lagging behind actual closes β€” this integration means every signed proposal updates your CRM instantly and your metrics reflect reality.
⚑
Account Executives
You need to initiate onboarding the moment a client signs, but waiting for manual handoffs delays your project start times β€” automating both apps means signed agreements immediately generate deals and tasks without missing a beat.
🀝
Agency Founders
You answer to clients who expect immediate confirmation after signing contracts, but manual logging causes frustrating delays β€” connecting these apps means every proposal signature triggers instant CRM updates and team notifications.
πŸ“Š
Operations Managers
The high volume of outbound proposals creates administrative bottlenecks across your team's workflow β€” this integration means manual copy-pasting is eliminated and data flows directly between your proposal tool and CRM.
🎯
Business Development Reps
You depend on timely follow-ups when prospects interact with pricing, but delayed notifications cause missed opportunities β€” automating both apps means opened proposals instantly alert your sales team to act.
πŸ“
Sales Operations Specialists
You need a reliable audit trail of proposal statuses, but manual recordkeeping introduces gaps and errors β€” with this integration, every proposal event logs accurately in your CRM for complete pipeline visibility.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Better Proposals + Salesmate

Build and manage your Better Proposals + Salesmate 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 + Salesmate 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 β€” 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 Salesmate?
Frequently Asked Questions
You can connect Better Proposals to Salesmate in 1-click using ready automation templates on Integrately. Choose your trigger and action, connect your accounts, and let Integrately AI build your workflow instantly.
Can I automatically create a deal in Salesmate when a proposal is signed in Better Proposals?
Frequently Asked Questions
Can I connect Better Proposals, Salesmate, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Better Proposals and Salesmate?
Frequently Asked Questions
How does Better Proposals handle proposal data during integration?
Frequently Asked Questions
How does Salesmate manage contact and deal updates?
Frequently Asked Questions
Can I automate Better Proposals and Salesmate without coding skills?
Frequently Asked Questions
Is the Better Proposals and Salesmate integration free?
Frequently Asked Questions
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