Better Proposals + simPRO Integration

Connect Better Proposals to simPRO - Automate your workflows in 1-click

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Create Better Proposals proposal for new simPRO individual customer

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 simPRO? With this integration, you can!

When you create a individual customer in simPRO, 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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Create simPRO individual customer for new Better Proposals proposal

If your business uses Better Proposals to create proposal, you'll want to make sure that your simPRO account is up-to-date with the latest individual customer 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 individual customer in simPRO 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 individual customer in simPRO.

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Create Your Own Better Proposals & simPRO Integration Without Any Code

Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Better Proposals & simPRO

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Proposal is signed in Better Proposals
Proposal is created in Better Proposals
Proposal is sent in Better Proposals
Proposal is opened in Better Proposals
Job is created in simPRO Instant
Company customer created in simPRO Instant
Job is updated in simPRO Instant
Company customer updated in simPRO Instant
Site is created in simPRO Instant
Site is updated in simPRO Instant
Individual customer created in simPRO Instant
Individual customer updated in simPRO Instant
Quote is created in simPRO Instant
Quote is updated in simPRO Instant

Create proposal in Better Proposals
Create individual customer in simPRO
Search individual customer in simPRO
Search company customer in simPRO
Create contact in simPRO
Create company customer in simPRO
Create service job in simPRO
Search job in simPRO
Create site in simPRO
Search contact in simPRO
Search site in simPRO
Create service quote in simPRO
Search quote in simPRO
Create activity schedule block in simPRO

3x-10x Less Expensive Than Zapier

Zapier

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

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Integrate Better Proposals & simPRO In 1 Click
And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Better Proposals & simPRO with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

Want to automate something else in your workflow?

You Can Also Connect Better Proposals or simPRO With 1100+ Other Apps

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!

See Better Proposals Integrations

simPRO is the first cloud-based field service and job management software solution for businesses. It's a web-based application that addresses your needs to streamline day-to-day operations, improve visibility, and enhance daily business processes.

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