Better Proposals + Bigin by Zoho CRM Integration

Integrate Better Proposals to Bigin by Zoho CRM in one click, or tell Integrately AI how you want each proposal handled. Track signed deals, update your pipeline, alert your sales team, and trigger follow-ups automatically.

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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
  • Bigin by Zoho CRM
    Contact is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Company is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Company is updated in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Contact is updated in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Deal is updated in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Deal is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Task is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Event is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Call is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Product is created in Bigin by Zoho CRM
Arrow Right
2.
  • Better Proposals
    Create proposal in Better Proposals
  • Bigin by Zoho CRM
    Create deal in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search company by field in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search contact in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create contact in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update contact in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    List contact deals by contact id in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update deal in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search deal in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search deal by ID in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create company in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search company in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update company in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Get company by ID in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create task in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search task in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update task in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create call in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create event in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update event in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search event in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update product in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search product in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create product in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Get contact by ID in Bigin by Zoho CRM

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Ready Workflows Ready Workflows for Better Proposals + Bigin by Zoho CRM Integration

Track signed proposals, create deals, update contacts, alert your sales team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Better Proposals + Bigin by Zoho CRM Integration

Create Bigin by Zoho CRM contact for new Better Proposals proposal

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

Create Better Proposals proposal for new Bigin by Zoho CRM deal

Are you a Bigin by Zoho CRM 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 deal in Bigin by Zoho CRM.

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

Create Better Proposals proposal for new Bigin by Zoho CRM 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 Bigin by Zoho CRM? With this integration, you can!

When you create a contact in Bigin by Zoho CRM, 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 + Bigin by Zoho CRM Integration

Create Bigin by Zoho CRM task for new Better Proposals proposal

With this Bigin by Zoho CRM 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 Bigin by Zoho CRM.

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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Better Proposals + Bigin by Zoho CRM Integration

Create Bigin by Zoho CRM deal for new Better Proposals proposal

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

Having your proposal and deal 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 Bigin by Zoho CRM, you'll be able to work smarter, not harder.
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Connect more apps to your Better Proposals + Bigin by Zoho CRM flow

Send emails, save documents, notify your team, and manage schedules once your proposals and CRM records are updated. Pick a combination and activate it in one click.

Better Proposals
Bigin by Zoho CRM
+
GmailGmail (4)
+
Google DriveGoogle Drive (4)
+
SlackSlack (4)
+
Google CalendarGoogle Calendar (3)
+
CalendlyCalendly (3)
+
StripeStripe (3)
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B
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When a proposal is signed in Better Proposals, create a deal in Bigin by Zoho CRM, and send a confirmation email in Gmail.
Signed Better Proposals proposals automatically generate a deal in Bigin by Zoho CRM while Gmail dispatches a confirmation email, keeping your sales communications prompt and accurate.
B
B
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When a proposal is created in Better Proposals, search contact in Bigin by Zoho CRM, and send a notification email in Gmail.
New Better Proposals proposals trigger a contact check in Bigin by Zoho CRM and send an alert via Gmail, ensuring your team stays informed of every document generated.
B
B
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When a deal is created in Bigin by Zoho CRM, create a proposal in Better Proposals, and send an introductory email in Gmail.
New Bigin by Zoho CRM deals automatically generate a draft proposal in Better Proposals while Gmail sends an intro email, streamlining your early-stage client outreach.
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Use Claude to summarise signed Better Proposals proposals, update Bigin by Zoho CRM deals, and email a brief via Gmail.
Claude analyses signed Better Proposals proposals, updates Bigin by Zoho CRM deal notes, and emails a executive summary through Gmail for rapid review.

Supported triggers and actions for Better Proposals and Bigin by Zoho CRM

Mix and match to build the exact automation you need

Better Proposals
Better Proposals Triggers & Actions
Proposal is signed in Better Proposals
Triggers the automation when a proposal document is signed
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Proposal is created in Better Proposals
Triggers the automation when a new proposal is created
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Proposal is sent in Better Proposals
Triggers the automation when a proposal is sent
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Proposal is opened in Better Proposals
Triggers the automation when a proposal is opened
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Create proposal in Better Proposals
Generates a new proposal
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Bigin by Zoho CRM
Bigin by Zoho CRM Triggers & Actions
Contact is created in Bigin by Zoho CRM
Triggers the automation when a new contact is created
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Company is created in Bigin by Zoho CRM
Triggers the automation when a new company is created
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Company is updated in Bigin by Zoho CRM
Triggers the automation when a company is updated
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Contact is updated in Bigin by Zoho CRM
Triggers the automation when a contact is updated
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Deal is updated in Bigin by Zoho CRM
Triggers the automation when a deal is updated
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Deal is created in Bigin by Zoho CRM
Triggers the automation when a deal is created
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Task is created in Bigin by Zoho CRM
Triggers the automation when a new task is created
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Event is created in Bigin by Zoho CRM
Triggers the automation when a new event is created
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Call is created in Bigin by Zoho CRM
Triggers the automation when a new call is made
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Product is created in Bigin by Zoho CRM
Triggers the automation when a new product is created
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Create deal in Bigin by Zoho CRM
Generates a new deal with
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Search company by field in Bigin by Zoho CRM
Finds information about a company
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Search contact in Bigin by Zoho CRM
Finds and retrieves contact information
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Create contact in Bigin by Zoho CRM
Adds a new contact to the database
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Update contact in Bigin by Zoho CRM
Updates contact information with new details
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List contact deals by contact id in Bigin by Zoho CRM
Lists all deals associated with a contact by contact id
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Update deal in Bigin by Zoho CRM
Updates deal information based on new criteria or changes
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Search deal in Bigin by Zoho CRM
Retrieves and find a deal
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Search deal by ID in Bigin by Zoho CRM
Searches for a deal by its unique id
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Create company in Bigin by Zoho CRM
Generates a new company profile with given details
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Search company in Bigin by Zoho CRM
Finds information about a company
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Update company in Bigin by Zoho CRM
Updates company information
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Get company by ID in Bigin by Zoho CRM
Retrieves a company's details using its id
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Create task in Bigin by Zoho CRM
Creates a new task
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Search task in Bigin by Zoho CRM
Searches for a task
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Update task in Bigin by Zoho CRM
Updates the task with new information or changes
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Create call in Bigin by Zoho CRM
Initiates a call to the recipient
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Create event in Bigin by Zoho CRM
Adds a new contact to the contact list
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Update event in Bigin by Zoho CRM
Updates event details with the latest information
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Search event in Bigin by Zoho CRM
Conduct a search for events based on particular criteria
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Update product in Bigin by Zoho CRM
Updates product information
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Search product in Bigin by Zoho CRM
Searches for a product
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Create product in Bigin by Zoho CRM
Generates and launch new products
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Get contact by ID in Bigin by Zoho CRM
Try it →

What can you automate with Better Proposals + Bigin by Zoho CRM?

Streamline your sales pipeline by connecting proposal milestones directly to your CRM workflows.

What you can automate?
💼
Turn signed proposals into CRM deals automatically
Create a deal in Bigin by Zoho CRM the moment a proposal is signed in Better Proposals. Your sales pipeline updates instantly without manual copy-pasting.
📋
Capture every submitted contact detail
Map names, emails, and company information from Better Proposals directly into Bigin by Zoho CRM contacts and companies. Your CRM stays a complete source of truth.
🔔
Alert your team the second proposals are signed
Send instant notifications to your sales channel in Slack whenever a client signs a proposal. Celebrate wins and start onboarding without delay.
🔀
Route deals based on proposal value
Apply conditional rules to create enterprise deals or standard deals in Bigin by Zoho CRM depending on the specific proposal values submitted.
🔄
Keep CRM deal stages synchronized
Update deal statuses in Bigin by Zoho CRM automatically as proposals move through sent, viewed, and signed stages in Better Proposals.
🔍
Search and update existing records
Search for existing contacts and companies in Bigin by Zoho CRM before creating new entries, preventing duplicate records in your database.
⏱️
Automate follow-up tasks upon proposal opening
Create follow-up tasks in Bigin by Zoho CRM the moment a prospect opens your Better Proposals document, ensuring timely outreach.
📁
Extend your flow with Google Drive storage
Connect Better Proposals and Bigin by Zoho CRM to Google Drive to archive signed proposal documents in dedicated client folders automatically.
And much more...

Who is Better Proposals + Bigin by Zoho CRM integration for?

Sales teams, account managers, and business owners relying on proposals and CRM tracking can eliminate manual data entry and keep their pipeline perfectly updated.

Sales Directors
Sales Directors
Account Executives
Account Executives
Client Success Managers
Client Success Managers
Operations Managers
Operations Managers
Business Development Reps
Business Development Reps
Finance Leads
Finance Leads
📈
Sales Directors
You're reviewing pipeline reports every Monday morning, but your deals only update when reps manually export proposal statuses, so your forecasting numbers are always a few hours behind — this integration means every signed proposal updates your CRM instantly and your pipeline stays current.
Account Executives
You need to act fast the moment a client engages with a document, but you find out about proposal opens too late to call while interest is high — automating both apps means every open or signature triggers immediate CRM updates and alerts so you never miss a window.
🤝
Client Success Managers
You answer to management and clients who want to see onboarding progress right away, but manual handoffs leave gaps between signed proposals and project setup — this integration means every closed deal provisions records and tasks automatically without manual delays.
📊
Operations Managers
The proposal volume is too high for anyone to keep up by hand, leading to missed deal records and inconsistent contact data across your systems — connecting these apps means every proposal event syncs seamlessly and your records remain pristine.
🎯
Business Development Reps
You own the next step and depend on someone upstream to hand over signed agreements before you can start outreach, but delays stall your momentum — automating both apps means new proposals flow directly into your CRM tasks the second they are signed.
📁
Finance Leads
You need a reliable history of contract values and keep finding gaps between signed proposals and billing records in your CRM — with this integration, every contract detail populates your financial records accurately and audit trails stay intact.
Our team

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Why choose Integrately to automate Better Proposals + Bigin by Zoho CRM

Build and manage your Better Proposals + Bigin by Zoho CRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Better Proposals + Bigin by Zoho CRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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20M+ Ready Automations
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AI that builds your automations
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24x5 Live Chat Support
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
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
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.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Better Proposals to Bigin by Zoho CRM?
Frequently Asked Questions
You can connect Better Proposals to Bigin by Zoho CRM in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation for you. It supports popular apps like Gmail, Slack, and Google Drive to extend your workflow.
Can I automatically create a deal in Bigin by Zoho CRM when a proposal is signed in Better Proposals?
Frequently Asked Questions
Can I connect Better Proposals, Bigin by Zoho CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Better Proposals and Bigin by Zoho CRM?
Frequently Asked Questions
How does Better Proposals handle signed proposals during integration?
Frequently Asked Questions
How does Bigin by Zoho CRM manage deals created from proposals?
Frequently Asked Questions
Is it possible to automate workflows between Better Proposals and Bigin by Zoho CRM without coding?
Frequently Asked Questions
Is the Better Proposals and Bigin by Zoho CRM integration free?
Frequently Asked Questions
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You Can Also Connect Better Proposals or Bigin by Zoho CRM With 1500+ Other Apps

Better Proposals
Popular Better Proposals Integrations
Connect Better Proposals to document management, e-signature, and billing tools to streamline your proposal workflows.
Bigin by Zoho CRM
Popular Bigin by Zoho CRM Integrations
Sync Bigin by Zoho CRM with accounting, project management, and reporting tools to keep data working across your stack.