Better Proposals + Solve CRM Integration

Connect Better Proposals to Solve CRM 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
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve CRM
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2.

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Ready Workflows Ready Workflows   for Better Proposals + Solve CRM Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Better Proposals + Solve CRM Integration

Create Solve CRM contact for new Better Proposals proposal

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

Create Better Proposals proposal for new Solve CRM company

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

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

When you create a contact in Solve CRM, 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
Pipedrive logo
Better Proposals logo
Create Better Proposals proposal for new Pipedrive deal
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
Better Proposals logo
Xero logo
Create Xero sales invoice from new Better Proposals proposal
Activate
Pipedrive logo
Better Proposals logo
Create Better Proposals proposal for new Pipedrive deal
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

Top 10 Most Popular Solve CRM Automations from
Integrately Community

Most popularmost-popular-automations
01
Solve CRM logo
Amazing Marvin logo
Create Amazing Marvin task for new Solve CRM contact
02
Solve CRM logo
ClickSend SMS logo
Send ClickSend SMS message for new Solve CRM contact
03
Solve CRM logo
Twilio logo
Send Twilio sms for new Solve CRM contact
04
Solve CRM logo
SendGrid logo
Send SendGrid email for new Solve CRM contact
05
Solve CRM logo
SMTP logo
Send SMTP email for new Solve CRM contact
cloud
Solve CRM
app integration
06
Solve CRM logo
MessageBird logo
Send MessageBird message for new Solve CRM contact
07
Solve CRM logo
Online Live Support logo
Send Online Live Support message for new Solve CRM contact
08
Solve CRM logo
MailerSend logo
Send MailerSend message for new Solve CRM contact
09
Solve CRM logo
Telnyx logo
Send Telnyx message for new Solve CRM contact
10
Solve CRM logo
SMS Idea logo
Send SMS Idea message for new Solve CRM contact
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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750 Tasks
in $19.99
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in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Better Proposals or Solve CRM 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!
Solve CRM
Solve CRM
Solve provides a powerful solution to manage and scale customer service teams. From scheduling calls to sharing notes and documents, it eliminates the need for multiple tools while increasing efficiency and team workflows.