Better Proposals + Close Integration

Connect Better Proposals to Close 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
  • Close
    Custom activity is created or updated in Close Instant
  • Close
    Lead Status change is created in Close Instant
  • Close
    Export is created in Close Instant
  • Close
    Membership is activated in Close Instant
  • Close
    Email Sequence Subscription created or updated in Close Instant
  • Close
    Lead is created using search query in Close
  • Close
    Lead is created in Close Instant
  • Close
    Contact is created in Close Instant
  • Close
    Contact is updated in Close Instant
  • Close
    Opportunity status change is created in Close Instant
  • Close
    Opportunity is created in Close Instant
  • Close
    Email is created in Close Instant
  • Close
    Call record is updated in Close Instant
  • Close
    Call record is created in Close Instant
  • Close
    Task is created in lead in Close Instant
  • Close
    SMS is created in Close Instant
  • Close
    Meeting is created in Close Instant
  • Close
    Note is created in Close
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2.

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Ready Workflows Ready Workflows   for Better Proposals + Close Integration

Just click on the workflow you want to automate

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

Create Close contact for new Better Proposals proposal

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

Create Better Proposals proposal for new Close opportunity

Are you a Close 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 opportunity in Close.

This means that you can save time by automatically creating proposal based on the information contained in your opportunity. Plus, it's easy to get started - simply click activate and connect your Close and Better Proposals accounts.
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Better Proposals + Close Integration

Create Close opportunity for new Better Proposals proposal

With this integration, whenever a proposal is created in Better Proposals, it can be automatically create an opportunity in Close. This saves time and ensures that your proposal and opportunity are always in sync.

Having your proposal and opportunity 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 Close, you'll be able to work smarter, not harder.
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Close + Better Proposals Integration

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

When you create a contact in Close, 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 + Close Integration

Create Close task for new Better Proposals proposal

With this Close 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 Close.

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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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 Close Automations from
Integrately Community

Most popularmost-popular-automations
01
Webflow (Legacy) logo
Close logo
Create Close contact for new Webflow form submission
02
Elementor Forms logo
Close logo
Create Close contact for new Elementor Forms form submission
03
GroovePages logo
Close logo
Create Close contact for new GroovePages response
04
Close logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity for new Close opportunity
05
Formsite logo
Close logo
Create Close contact for new Formsite form submission
cloud
Close
app integration
06
Kajabi logo
Close logo
Create Close contact from new Kajabi offer
07
Close logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity from new Close contact
08
OnceHub logo
Close logo
Create Close task for new OnceHub booking
09
Unbounce logo
Close logo
Create Close contact for new Unbounce form submission
10
WhatsApp logo
Close logo
Create Close note for new WhatsApp message
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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750 Tasks
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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 Close 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!
Close
Close
Close helps you get more deals. Whether you're inside or outside the office, Close gives you everything you need to communicate with prospects and customers—all in one place.