

Better Proposals + Toky Integration
Integrate Better Proposals to Toky in one click, or tell Integrately AI how you want each proposal handled. Create contacts, send text messages, update your records, and trigger follow-ups automatically.
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Ready Workflows for Better Proposals + Toky Integration
Capture proposal events, create contacts, send text messages, update phone logs, and trigger follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Better Proposals + Toky flow
Extend your workflow by connecting customer data, scheduling meetings, processing payments, and alerting your team. Pick a combination and activate it in one click.


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HubSpot (5)
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Calendly (4)
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Stripe (4)
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Slack (4)
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Gmail (4)
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Pipedrive (4)
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Create a HubSpot contact for every proposal created in Better Proposals, and send a text message in Toky
Every Better Proposals proposal creates a HubSpot contact instantly while sending a notification text in Toky, keeping your sales pipeline fully synchronized.
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Send a text message in Toky when a proposal is signed in Better Proposals, and create a contact in HubSpot
Signed proposals trigger an immediate Toky text message and a new HubSpot contact record, ensuring your team responds right away.
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Create a HubSpot task for every proposal sent in Better Proposals, and send a confirmation text in Toky
Sent proposals automatically generate follow-up tasks in HubSpot and text confirmations via Toky so nothing slips through the cracks.
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Use ChatGPT to summarize every proposal opened in Better Proposals, create a HubSpot contact, and send a text in Toky
Proposal activity is analyzed by ChatGPT, logged in HubSpot, and broadcasted via Toky for immediate sales outreach.
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Turn every signed proposal in Better Proposals into a HubSpot contact, create an Asana task, and text via Toky
Signed proposals trigger CRM contact creation, project task generation in Asana, and a notification text in Toky.
Supported triggers and actions for Better Proposals and Toky
Mix and match to build the exact automation you need

Better Proposals Triggers & Actions
What can you automate with Better Proposals + Toky?
Streamline your proposal workflows and phone communication with powerful, automated actions.
🚀
Sync signed proposals with instant phone alerts
Automatically trigger a Toky text message or contact creation the moment a proposal is signed in Better Proposals, ensuring rapid team response.
📝
Capture every proposal and call detail
Map proposal fields, viewer activity, and call logs directly into your destination apps without missing critical prospect information.
🔔
Notify the right person immediately
Send instant notifications via text message or chat the second a proposal is opened, signed, or sent.
🔀
Route workflows based on submitted fields
Trigger different actions depending on proposal value, client responses, or call types received in Toky.
🔄
Keep records updated as deals change
Automatically update contact records and communication logs whenever proposal statuses or call outcomes shift.
🛡️
Prevent duplicate contacts
Search existing contacts before creating new ones in Toky or your connected apps to maintain clean data.
⚡
Handle later status changes automatically
Manage proposal completions, payment confirmations, and follow-up calls without manual intervention.
🔌
Extend your workflow to HubSpot
Connect Better Proposals and Toky with HubSpot to create contacts and tasks as part of a multi-step automation.
And much more...
Who is Better Proposals + Toky integration for?
Sales teams, account managers, and business owners streamline their proposal creation and phone communications to eliminate manual handoffs and close deals faster.
Sales operations managers
Account executives
Client success leads
Call center supervisors
Sales development reps
Finance administrators
📈
Sales operations managers
You're tracking proposal conversion rates and call logs across separate platforms, but your reports only update when someone manually exports records, so the metrics you're reviewing are always outdated — with this integration, every signed proposal and call syncs instantly and your pipeline data stays current.
⚡
Account executives
You need to follow up immediately when a prospect opens a proposal, but you find out hours later because notifications require manual checks — with this integration, every proposal event triggers instant text alerts so you can call at the exact right moment.
📊
Client success leads
You answer to stakeholders who want real-time visibility into signed contracts and onboarding calls, but compiling status reports takes hours of digging through emails and call logs — with this integration, every deal update populates your tracking tools automatically.
📞
Call center supervisors
The incoming call volume is too high for your team to manually create proposals and follow-up tasks without missing critical details — with this integration, every telecom event flows seamlessly into your proposal and CRM pipeline.
🤝
Sales development reps
You own the outreach stage and depend on upstream proposal triggers to hand off new opportunities, but delays lead to cold leads and lost revenue — with this integration, every proposal action instantly initiates your phone follow-up sequence.
📁
Finance administrators
You need a reliable history of all client agreements and billing communications, but you keep finding gaps between signed proposals and phone records — with this integration, every transaction and interaction is logged without manual errors.

Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Better Proposals + Toky
Build and manage your Better Proposals + Toky automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Better Proposals + Toky with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
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Connect Accounts
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Automation is ready
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Frequently Asked Questions
How do I connect Better Proposals to Toky?
You can connect Better Proposals to Toky instantly using 1-click automations on Integrately. Choose from ready templates or ask Integrately AI to build your workflow alongside apps like HubSpot, Slack, and Stripe.
Can I automatically send a text message in Toky when a proposal is signed in Better Proposals?
Can I connect Better Proposals, Toky, and HubSpot?
What is a good Zapier alternative for Better Proposals and Toky?
How does Better Proposals handle proposal data in these automations?
Can Toky triggers start workflows with Better Proposals?
Do I need coding skills to automate Better Proposals and Toky?
Is the Better Proposals and Toky integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
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