Connect Better Proposals and SharpSpring to power AI-driven automation

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Better Proposals and SharpSpring together. Build enterprise-grade automation in minutes.

Our most popular template

Create Better Proposals proposals when a new SharpSpring form is completed
Details
Try it
SharpSpring + Better Proposals
Create or update SharpSpring leads when new Better Proposals proposals are sent
Details
Try it
Better Proposals + SharpSpring
Generate proposals in Better Proposals for new opportunities in SharpSpring
Details
Try it
SharpSpring + Better Proposals
Create or update SharpSpring opportunities when new proposals are added in Better Proposals
Details
Try it
Better Proposals + SharpSpring
Create or update SharpSpring opportunities when new Better Proposals are opened
Details
Try it
Better Proposals + SharpSpring
Create or update SharpSpring opportunities when new proposals are signed in Better Proposals
Details
Try it
Better Proposals + SharpSpring

Create Better Proposals proposals when a new SharpSpring form is completed

Details

Try it

SharpSpring + Better Proposals

Create or update SharpSpring leads when new Better Proposals proposals are sent

Details

Try it

Better Proposals + SharpSpring

Generate proposals in Better Proposals for new opportunities in SharpSpring

Details

Try it

SharpSpring + Better Proposals

Create or update SharpSpring opportunities when new proposals are added in Better Proposals

Details

Try it

Better Proposals + SharpSpring

Create or update SharpSpring opportunities when new Better Proposals are opened

Details

Try it

Better Proposals + SharpSpring

Create or update SharpSpring opportunities when new proposals are signed in Better Proposals

Details

Try it

Better Proposals + SharpSpring

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Better Proposals with SharpSpring - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Proposal" from Better Proposals.

Add your action

An action happens after the trigger—such as "Create Account" in SharpSpring.

You’re connected!

Zapier seamlessly connects Better Proposals and SharpSpring, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Proposal
Triggers when a new proposal is created.
Trigger
Polling
Try It
Proposal Paid
Triggers when a proposal is paid.
Trigger
Polling
Try It
Proposal Signed
Triggers when a proposal is signed.
Trigger
Polling
Try It
New Account
A new Account is created in SharpSpring.
Trigger
Polling
Try It
New Form Fillout Event
When a lead fills out a form in SharpSpring.
Trigger
Polling
Try It

New Opportunity
A new Opportunity is created in SharpSpring.
Trigger
Polling
Try It
- Account Owner
- Account Name
  Required
- Industry
- Phone
- Number of Employees
- Website
- Address
- City
- State
- Country
Action
Write

- Email Address
  Required
- First Name
- Last Name
- Company Name
- Lead Status
- Lead Owner
- Title
- Street
- City
- Country
- State
- Zip Code
- Website
- Phone Number
- Mobile Phone
- Description
- Industry
- Is Unsubscribed
- Tracking ID
Action
Write

Proposal Opened
Triggers when a proposal is opened.
Trigger
Polling
Try It
Proposal Sent
Triggers when a proposal is sent.
Trigger
Polling
Try It
- Company
  Required
- Short Description
- Brand
- Cover
- Template
- Currency
- Add Tax to the Proposal?
- Tax Name (e.g. VAT, IVA, GST)
- Tax Percentage
- Recipient First Name
- Recipient Last Name
- Recipient Email Address
- Eligible to Sign
Action
Write
New Email Open Event
When a lead opens an email in SharpSpring.
Trigger
Polling
Try It
New Lead
When a lead has been created in sharpspring.
Trigger
Polling
Try It
New Page Visit Event
When a lead visits a new page in SharpSpring.
Trigger
Polling
Try It
- Campaign Name
  Required
- Campaign Type
- Campaign Alias
- Campaign Origin
- Quantity
- Price
- Goal
- Other Costs
Action
Write
- Opportunity Name
  Required
- Associate a Primary Lead
  Required
- Associate With an Account
  Required
- Opportunity Status
  Required
- Opportunity Owner
  Required
- Deal Stage
  Required
- Close Date
  Required
- Opportunity Amount
  Required
Action
Write

For AI agents & developers

Use Better Proposals and SharpSpring with AI agents and code

Beyond Zap workflows. Call Better Proposals and SharpSpring actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Better Proposals and SharpSpring actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create a Proposal
Create Account

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Better Proposals and SharpSpring actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* better-proposals / sharpspring action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Better Proposals and SharpSpring to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Better Proposals to SharpSpring integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Better Proposals

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.

Learn moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management

About SharpSpring

Powerful, affordable marketing tools for marketing agencies and SMBs. Features include email automation, lead capture, and a built in CRM system.

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Better Proposals and SharpSpring to power AI-driven automation

Launch your first automated workflow

Create Better Proposals proposals when a new SharpSpring form is completed

Create or update SharpSpring leads when new Better Proposals proposals are sent

Generate proposals in Better Proposals for new opportunities in SharpSpring

Create or update SharpSpring opportunities when new proposals are added in Better Proposals

Create or update SharpSpring opportunities when new Better Proposals are opened

Create or update SharpSpring opportunities when new proposals are signed in Better Proposals

Create Better Proposals proposals when a new SharpSpring form is completed

Create or update SharpSpring leads when new Better Proposals proposals are sent

Generate proposals in Better Proposals for new opportunities in SharpSpring

Create or update SharpSpring opportunities when new proposals are added in Better Proposals

Create or update SharpSpring opportunities when new Better Proposals are opened

Create or update SharpSpring opportunities when new proposals are signed in Better Proposals

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Better Proposals and SharpSpring with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Better Proposals and SharpSpring to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect Better Proposals to SharpSpring on the world's largest no-code automation platform