Better Proposals + Salesmate Integration

Connect Better Proposals to Salesmate 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
  • 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
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2.

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Ready Workflows Ready Workflows   for Better Proposals + Salesmate Integration

Just click on the workflow you want to automate

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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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 Salesmate Automations from
Integrately Community

Most popularmost-popular-automations
01
Elementor Forms logo
Salesmate logo
Create Salesmate contact for new Elementor Forms form submission
02
Survey Monkey logo
Salesmate logo
Create Salesmate contact for new Survey Monkey survey response
03
WPForms logo
Salesmate logo
Create Salesmate contact for new WPForms form submission
04
tawk.to logo
Salesmate logo
Create Salesmate contact for new tawk.to chat
05
Salesmate logo
Credit Repair Cloud logo
Create Credit Repair Cloud client for new Salesmate contact
cloud
Salesmate
app integration
06
Salesmate logo
Telegram logo
Send Telegram message for new Salesmate contact
07
Webflow (Legacy) logo
Salesmate logo
Create Salesmate contact for new Webflow form submission
08
Simvoly logo
Salesmate logo
Create Salesmate contact for new Simvoly form submission
09
Ontraport logo
Salesmate logo
Create Salesmate contact for new Ontraport response
10
involve.me logo
Salesmate logo
Create Salesmate contact for new involve.me participant
How Integrately Works?

How Integrately Works?

1
Select Automation
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2
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3
Automation is ready
Setup an action from Trello
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Want to automate something else in your workflow?

You Can Also Connect Better Proposals or Salesmate 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!
Salesmate
Salesmate
Our platform brings the entire sales process under one roof. From prospecting to opportunity management, pipeline automation to lead scoring and more— Salesmate automates your sales process to deliver predictable results.