Better Proposals + Calendly Integration

Integrate Better Proposals to Calendly in one click, or tell Integrately AI how you want each proposal handled. Capture invitees, generate proposals, update your records, and alert your team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Calendly
    Invitee is created with event filter in Calendly Instant
  • Calendly
    Invitee is created in Calendly Instant
  • Calendly
    Invitee is canceled in Calendly Instant
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2.
  • Better Proposals
    Create proposal in Better Proposals
  • Calendly
    Create events type in Calendly
  • Calendly
    Update event type in Calendly

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Ready WorkflowsReady Workflows ย  for Better Proposals + Calendly Integration

Capture invitees, generate proposals, update your records, alert your team, and send follow-ups, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
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Connect more apps to your Better Proposals + Calendly flow

Sync client meetings and proposals with your CRM, billing, and team chat to keep your sales operations connected. Pick a combination and activate it in one click.

Better Proposals
Calendly
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HubSpotHubSpot (6)
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StripeStripe (5)
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SlackSlack (6)
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GmailGmail (5)
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Google DriveGoogle Drive (5)
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AsanaAsana (5)
B
H
C
Create a HubSpot contact for every new Better Proposals document, and update the matching Calendly event type
New Better Proposals documents appear in HubSpot instantly and your Calendly event type updates automatically, eliminating manual data entry.
C
B
H
When a Calendly invitee is created, generate a Better Proposals document and log a new contact in HubSpot
Calendly invitees automatically trigger a new Better Proposals document and a HubSpot contact record without manual effort.
B
H
C
When a Better Proposals document is signed, update the HubSpot deal stage and update the Calendly event type
Signed proposals automatically advance your HubSpot deal pipeline and update your Calendly event types without manual updates.
H
B
C
If a HubSpot contact is marked enterprise, create a Better Proposals document and create a custom Calendly event type
Enterprise HubSpot contacts automatically receive a tailored Better Proposals document and a dedicated Calendly event type.
H
B
C
Use ChatGPT to analyze new HubSpot form submissions, create a Better Proposals document, and update the Calendly event type
ChatGPT analyzes HubSpot lead data to generate customized Better Proposals documents and update Calendly event types automatically.
B
H
C
A
When a Better Proposals document is sent, create a HubSpot contact and schedule a follow-up task in Asana
Sent proposals automatically log contacts in HubSpot and create follow-up tasks in Asana to keep your team on track.

Supported triggers and actions for Better Proposals and Calendly

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
Try it โ†’
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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Calendly
Calendly Triggers & Actions
Instant
Invitee is created with event filter in Calendly
Triggers the automation when a new invitee is created
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Instant
Invitee is created in Calendly
Triggers the automation when a new invitee is created
Try it โ†’
Instant
Invitee is canceled in Calendly
Triggers the automation when an invitee for an event is canceled
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Create events type in Calendly
Adds a new type of event to the calendar
Try it โ†’
Update event type in Calendly
Modifies an existing event type
Try it โ†’

What can you automate with Better Proposals + Calendly?

Streamline your client meetings and proposal workflows by connecting every stage of your sales cycle automatically.

What you can automate?
๐Ÿงพ
Create Calendly event types from new proposals
Automatically create a Calendly event type whenever a new proposal is created in Better Proposals. Keep your scheduling links synchronized with your active proposals without manual setup.
๐Ÿ“‹
Capture every proposal and invitee detail
Map all submitted proposal fields and Calendly invitee answers into your downstream records. Ensure no custom question or client preference is missed during scheduling.
๐Ÿ””
Notify your team on every signed proposal
Alert your sales or scheduling team instantly whenever a proposal is signed or an invitee books a meeting. Keep everyone aligned on client progress without checking dashboards.
๐Ÿ”€
Route meetings based on proposal tiers
Send different event types or notifications depending on the proposal tier or invitee answers. Ensure high-value clients get specialized scheduling paths automatically.
๐Ÿ”„
Keep your scheduling status current
Update event types and proposal statuses across both platforms as client meetings are scheduled, canceled, or updated. Prevent double-booking and stale records.
โž•
Upsert client and meeting records
Create new proposal entries or update existing ones when repeat clients book meetings through Calendly. Maintain a clean, consolidated client history.
โš ๏ธ
Manage cancellations and updates
Trigger automated actions when a Calendly invitee cancels a meeting or a Better Proposals document is reopened. Keep your team informed of scheduling changes instantly.
๐Ÿ”Œ
Extend your flow to Slack, HubSpot, and more
Connect your core Better Proposals and Calendly workflow to Slack, HubSpot, Google Drive, or Asana. Trigger downstream tasks and notifications automatically.
And much more...

Who is Better Proposals + Calendly integration for?

Connecting Better Proposals and Calendly helps sales teams, project managers, and business owners streamline client onboarding and meeting scheduling without manual handoffs.

Performance marketers
Performance marketers
Account executives
Account executives
Client success managers
Client success managers
Sales operations specialists
Sales operations specialists
Project managers
Project managers
Finance and admin leads
Finance and admin leads
๐Ÿ“ˆ
Performance marketers
You're sending proposals to prospective clients but your calendar bookings are tracked separately, so your meeting pipeline counts are always mismatched โ€” with this integration, every new booking lands as a proposal draft instantly and your pipeline stays current.
โšก
Account executives
You need to schedule client meetings fast after sending a proposal, and you find out too late when a slot is missed โ€” this integration means every proposal event triggers an instant meeting setup and your response times stay sharp.
๐Ÿค
Client success managers
You answer to a client who wants to see proposal progress and upcoming meetings, but your records are scattered across tools โ€” automating both apps means every signed proposal and invitee booking syncs together and your client reporting is always accurate.
๐Ÿ“Š
Sales operations specialists
The volume of proposals and Calendly bookings is too high for anyone to keep up by hand, leading to missed follow-ups โ€” connecting these apps means every proposal and invitee triggers automated records without manual data entry.
๐Ÿ“‹
Project managers
You own the meeting follow-up step and depend on someone upstream to hand over the proposal details, causing delays โ€” with this integration, every proposal submission flows straight into your scheduling workflow and your kickoff tasks start immediately.
๐Ÿ—‚๏ธ
Finance and admin leads
You need a reliable history of client proposals and scheduled calls and keep finding gaps in your manual logs โ€” this integration means every proposal and invitee record is logged cleanly and your audit history is complete.
Our team

Ready Workflows Did you know?

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Why choose Integrately to automate Better Proposals + Calendly

Build and manage your Better Proposals + Calendly 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 + Calendly with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
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 โ€” 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.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Better Proposals to Calendly?
Frequently Asked Questions
You can connect Better Proposals to Calendly in 1-click using ready-made templates on Integrately, or use Integrately AI to build custom workflows linking Hubspot, Slack, Gmail, and other apps.
Can I automatically create Calendly event types when a Better Proposals proposal is created?
Frequently Asked Questions
Can I connect Better Proposals, Calendly, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Better Proposals and Calendly?
Frequently Asked Questions
How does Better Proposals handle proposal triggers in automations?
Frequently Asked Questions
Can I filter Calendly invitees when triggering automations?
Frequently Asked Questions
Do I need coding skills to set up Better Proposals and Calendly integrations?
Frequently Asked Questions
Is the Better Proposals and Calendly integration free?
Frequently Asked Questions
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