Better Proposals + Sellsy Integration

Integrate Better Proposals to Sellsy in one click, or tell Integrately AI how you want each proposal handled. Sync proposal statuses, create contacts and companies, log opportunities, and trigger follow-ups automatically.

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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
  • Sellsy
    Contact is created in Sellsy Instant
  • Sellsy
    Contact is updated in Sellsy Instant
  • Sellsy
    Opportunity is created in Sellsy Instant
  • Sellsy
    Opportunity status is changed in Sellsy Instant
  • Sellsy
    Task is updated in Sellsy Instant
  • Sellsy
    Task is deleted in Sellsy Instant
  • Sellsy
    Task is created in Sellsy Instant
  • Sellsy
    Company is created in Sellsy Instant
  • Sellsy
    Company is updated in Sellsy Instant
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2.
  • Better Proposals
    Create proposal in Better Proposals
  • Sellsy
    Create a company in Sellsy
  • Sellsy
    Update company in Sellsy
  • Sellsy
    Search company by name in Sellsy
  • Sellsy
    Create a contact in Sellsy
  • Sellsy
    Search contact by email in Sellsy
  • Sellsy
    Update contact in Sellsy
  • Sellsy
    Create an opportunity in Sellsy
  • Sellsy
    Create a task in Sellsy

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Ready Workflows Ready Workflows for Better Proposals + Sellsy Integration

Capture proposals, create contacts, organise opportunities, update companies, and trigger follow-ups, all in just one click.

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

Create Sellsy contact for new Better Proposals proposal

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

Create Better Proposals proposal for new Sellsy deal

Are you a Sellsy 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 Sellsy.

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 Sellsy and Better Proposals accounts.
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Better Proposals + Sellsy Integration

Create Sellsy 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 Sellsy. 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 Sellsy, you'll be able to work smarter, not harder.
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Sellsy + Better Proposals Integration

Create Better Proposals proposal for new Sellsy company

If your company uses Sellsy, and you need to create proposal, there's an easy way to do it using Better Proposals. When you create a new company in Sellsy, 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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Sellsy + Better Proposals Integration

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

When you create a contact in Sellsy, 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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Better Proposals + Sellsy Integration

Create Sellsy task for new Better Proposals proposal

With this Sellsy and Better Proposals integration, it is easier than ever to create proposal. Now, when you create a proposal in Better Proposals, a corresponding task will be created in Sellsy.

This makes it easy for you to keep track of your proposal and ensure that all necessary follow-ups are made. Plus, it's a great way to keep your sales process organized and streamlined. Give it a try today!
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Connect more apps to your Better Proposals + Sellsy flow

Sales teams want signed proposals tracked in CRMs, shared with teams, and logged in finance tools. Pick a combination and activate it in one click.

Better Proposals
Sellsy
+
SalesforceSalesforce (3)
+
HubspotHubspot (3)
+
SlackSlack (3)
+
Google DriveGoogle Drive (3)
+
MailchimpMailchimp (3)
+
StripeStripe (3)
B
S
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Create a Sellsy contact and a Salesforce lead automatically whenever a proposal is signed in Better Proposals
Signed Better Proposals proposals instantly create a new Sellsy contact and push a lead straight into Salesforce without manual data entry.
S
S
B
When a contact is created in Sellsy, update Salesforce and create a proposal in Better Proposals
New Sellsy contacts instantly update Salesforce records and generate a fresh Better Proposals document to start client onboarding.
B
S
S
When a proposal is created in Better Proposals, update the Sellsy company and log the record in Salesforce
New Better Proposals documents immediately update Sellsy companies and log records in Salesforce for complete pipeline visibility.

Supported triggers and actions for Better Proposals and Sellsy

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
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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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Sellsy
Sellsy Triggers & Actions
Instant
Contact is created in Sellsy
Triggers the automation when a new contact is created
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Instant
Contact is updated in Sellsy
Triggers the automation when a contact is updated
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Instant
Opportunity is created in Sellsy
Triggers the automation when any opportunity is updated
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Instant
Opportunity status is changed in Sellsy
Triggers the automation when the status of any opportunity changes
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Instant
Task is updated in Sellsy
Triggers the automation when any task is updated
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Instant
Task is deleted in Sellsy
Triggers the automation when a task is deleted
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Instant
Task is created in Sellsy
Triggers the automation when a new task is created
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Instant
Company is created in Sellsy
Triggers the automation when a new company is created
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Instant
Company is updated in Sellsy
Triggers the automation when a company is updated
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Create a company in Sellsy
Creates a new company record
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Update company in Sellsy
Updates company information
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Search company by name in Sellsy
Searches for a company using its name
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Create a contact in Sellsy
Adds a new contact to the contact list
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Search contact by email in Sellsy
Finds and retrieves contact information using their email address
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Update contact in Sellsy
Updates contact information
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Create an opportunity in Sellsy
Creates a new sales opportunity
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Create a task in Sellsy
Creates a new task
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What can you automate with Better Proposals + Sellsy?

Streamline your entire sales pipeline by connecting Better Proposals document events directly to Sellsy CRM records and tasks.

What you can automate?
📝
Create Sellsy contacts from signed proposals
Automatically generate new contacts and companies in Sellsy the moment a client signs a Better Proposals document.
📊
Track proposal statuses in real time
Update Sellsy opportunities immediately when a proposal is created, sent, opened, or signed in Better Proposals.
🔔
Alert your team on client actions
Notify sales reps in Slack or via task creation as soon as a proposal moves through its lifecycle.
🔀
Route deals based on proposal value
Create high-priority Sellsy opportunities or standard tasks depending on specific fields submitted in the proposal.
🔄
Keep CRM records fully synchronized
Automatically update existing Sellsy companies and contacts whenever proposal details change.
🔍
Prevent duplicate records with search
Search for existing contacts and companies in Sellsy before creating new entries from proposals.
📉
Manage proposal drop-offs and stalls
Trigger follow-up tasks in Sellsy when proposals remain unopened or unsigned after a set period.
🔗
Extend workflows to third-party tools
Connect your Better Proposals and Sellsy flow to Slack, Google Drive, or Mailchimp for automated multi-step operations.
And much more...

Who is Better Proposals + Sellsy integration for?

Sales leaders, account executives, and operations teams who need signed proposals and CRM records synchronized instantly without manual data entry.

Sales Managers
Sales Managers
Account Executives
Account Executives
Operations Leads
Operations Leads
Sales Development Reps
Sales Development Reps
Customer Success Teams
Customer Success Teams
Finance Analysts
Finance Analysts
📈
Sales Managers
You review pipeline reports every week, but manual data entry between tools leaves your CRM numbers stale and incomplete — automating both apps means every signed proposal instantly updates your Sellsy contacts so your reports stay completely accurate.
Account Executives
You need to reach out the moment a client commits, but closing details take hours to reach your CRM — connecting these apps means signed proposals create Sellsy contacts and tasks instantly so you never miss a follow-up.
📋
Operations Leads
You answer to leadership on proposal metrics, but delayed handoffs between tools create blind spots in your pipeline — this integration means every proposal status change flows straight into Sellsy without manual intervention.
🚀
Sales Development Reps
High proposal volumes make manual CRM updates impossible to maintain, leaving leads sitting in queues — with this integration, every proposal event automatically populates Sellsy records so your team works from live data.
💼
Customer Success Teams
You depend on upstream teams to hand over signed agreements, but missing records stall your onboarding process — automating both apps means Sellsy contacts and companies are created the moment a proposal is signed.
🗂️
Finance Analysts
You rely on complete deal histories, but missing entries between your proposal tool and CRM create gaps in your records — this integration means every transaction detail is logged accurately in Sellsy.
Our team

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Why choose Integrately to automate Better Proposals + Sellsy

Build and manage your Better Proposals + Sellsy 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 + Sellsy 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 — 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
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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 Sellsy?
Frequently Asked Questions
You can connect Better Proposals to Sellsy instantly using 1-click workflows on Integrately. With support for Salesforce, Hubspot, Slack, and 1,500+ apps, you can set up automated data flows in minutes or ask Integrately AI to build custom sequences.
Can I automatically create Sellsy contacts when a Better Proposals proposal is signed?
Frequently Asked Questions
Can I connect Better Proposals, Sellsy, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Better Proposals and Sellsy?
Frequently Asked Questions
How does Better Proposals handle proposal triggers?
Frequently Asked Questions
How does Sellsy manage contact and opportunity creation?
Frequently Asked Questions
Do I need coding skills to automate Better Proposals and Sellsy?
Frequently Asked Questions
Is the Better Proposals and Sellsy integration free?
Frequently Asked Questions
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