Better Proposals + Salesforce Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Better Proposals and Salesforce.

Connect Better Proposals + Salesforce in Minutes

It's easy to connect Better Proposals + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

New Proposal

Triggers when a new proposal is created.

Proposal Opened

Triggers when a proposal is opened.

Proposal Paid

Triggers when a proposal is paid.

Proposal Sent

Triggers when a proposal is sent.

Proposal Signed

Triggers when a proposal is signed.

InstantNew Outbound Message

Triggers when a new outbound message is received in Salesforce.

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Updated Field on Record

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

How Better Proposals + Salesforce Integrations Work

Step 1: Authenticate Better Proposals + Salesforce.
(30 seconds)
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
(15 seconds)
Step 3: Choose a resulting action from the other app.
(15 seconds)
Step 4: Select the data you want to send from one app to the other.
(2 minutes)
That’s it! More time to work on other things.

Connect Better Proposals + Salesforce

Connect the apps you use every day

Get started with a Free account

By signing up, you agree to Zapier’s Terms of Service