Better Proposals Integrations
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Add the recipients of newly opened proposals from Better Proposals to MailChimp as subscribers
It takes the average buyer multiple points of contact to buy, so it's important that you follow up with them quickly throughout the process. With this Zapier automation, a subscriber is automatically added (or updated) to your MailChimp list when they open your Better Proposals proposal. You can then use MailChimp to start a follow-up campaign and close the deal faster.
How this Better Proposals-MailChimp integration works
- A proposal is opened by the recipient
- Zapier subscribes them to your MailChimp list
Apps involved
- Better Proposals
- MailChimp
Add the recipient of sent proposals from Better Proposals to Campaign Monitor as subscribers
It's all too common to send a proposal and hear nothing back. A good sales process is nothing without some well-timed follow-up. With this integration, Zapier automatically creates a subscriber in Campaign Monitor whenever proposals are sent via Better Proposals. Now you can send a follow-up campaign and close the deal faster.
How this Better Proposals-Campaign Monitor integration works
- A proposal is sent from Better Proposals
- Zapier subscribes your contact in Campaign Monitor
Apps involved
- Better Proposals
- Campaign Monitor
Add cards to Trello when proposals are signed in Better Proposals
An efficient workflow is an efficient business, so having aspects of your sales process slip through the cracks causes the whole organization to slow down. This Zapier automation handles the first step of your sales process for you by adding a Trello card to a specific board and list whenever a proposal is signed in Better Proposals. That way, it's easy to keep everything on track and organized.
How this Better Proposals-Trello integration works
- A proposal is signed in Better Proposals
- Zapier creates a card in Trello on your specified board and list
Apps involved
- Better Proposals
- Trello
Add to-do lists to Basecamp 3 when proposals are signed in Better Proposals
Do you find that details slip through the cracks and projects don't get started on time? This Zapier automation handles the first step for you by adding a to-do list to Basecamp 3 whenever a proposal is signed in Better Proposals. That way, your team can get started on the new client project immediately.
How this Better Proposals - Basecamp 3 integration works
- A proposal is signed with Better Proposals
- Zapier adds a to-do list to your Basecamp 3 project
Apps involved
- Better Proposals
- Basecamp 3
Add proposals to Better Proposals from new Typeform entries
Writing proposals take a long time and getting started is always the hardest bit. Automate that process by having this Zap create a proposal automatically when a new Typeform entry is submitted. You'll never have to start writing a proposal from scratch again and can get back to interested customers more quickly.
How this Typeform-Better Proposals integration works
- A new entry is submitted to Typeform
- Zapier creates a proposal in your Better Proposals account
Apps involved
- Typeform
- Better Proposals
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Better Proposals Integration Details
Launched on Zapier June 13, 2018
Zapier combines Triggers (like "Proposal Opened") and Actions (like "Create a Proposal") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following Better Proposals Triggers, Searches, and Actions are supported by Zapier:
Triggers when a proposal is opened.
Triggers when a proposal is paid.
Triggers when a proposal is signed.
Triggers when a new proposal is created.
Triggers when a proposal is sent.
Creates a new proposal.
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