Better Proposals + Clientify Integration

Integrate Better Proposals to Clientify in one click, or tell Integrately AI how you want each proposal handled. Capture client details, update your CRM records, alert your sales team, and trigger onboarding follow-ups automatically.

Free foreverFree forever.
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
  • Clientify
    Contact is updated in Clientify
  • Clientify
    Contact is created in Clientify
  • Clientify
    Deal stage is updated in Clientify
  • Clientify
    Deal is created in Clientify
  • Clientify
    Task is created in Clientify
  • Clientify
    Company is created in Clientify
Arrow Right
2.
  • Better Proposals
    Create proposal in Better Proposals
  • Clientify
    Create contact in Clientify
  • Clientify
    Search contact in Clientify
  • Clientify
    Search user in Clientify
  • Clientify
    Create deal in Clientify
  • Clientify
    Update deal in Clientify
  • Clientify
    Get deal in Clientify
  • Clientify
    Close deal in Clientify
  • Clientify
    Create task in Clientify
  • Clientify
    Create order in Clientify
  • Clientify
    Get company in Clientify
  • Clientify
    Create abandoned cart in Clientify
  • Clientify
    Search product in Clientify
  • Clientify
    Delete product in Clientify
  • Clientify
    Create product in Clientify
  • Clientify
    Search deal in Clientify

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Ready Workflows Ready Workflows for Better Proposals + Clientify Integration

Capture signed proposal details, create CRM contacts, update deal stages, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Better Proposals + Clientify Integration

Create Clientify contact for new Better Proposals proposal

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

Create Clientify task for new Better Proposals proposal

With this Clientify 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 Clientify.

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 + Clientify Integration

Create Clientify 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 Clientify. 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 Clientify, you'll be able to work smarter, not harder.
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Clientify + Better Proposals Integration

Create Better Proposals proposal for new Clientify deal

Are you a Clientify 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 Clientify.

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 Clientify and Better Proposals accounts.
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Clientify + Better Proposals Integration

Create Better Proposals proposal for new Clientify 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 Clientify? With this integration, you can!

When you create a contact in Clientify, 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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Clientify + Better Proposals Integration

Create Better Proposals proposal for new Clientify company

If your company uses Clientify, and you need to create proposal, there's an easy way to do it using Better Proposals. When you create a new company in Clientify, this integration will automatically create a proposal for you in Better Proposals.

You can then modify the proposal as needed, and send it to your potential clients. This saves you time and effort, since you don't have to create the proposal manually or switch between programs to create the proposal.
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Connect more apps to your Better Proposals + Clientify flow

Log proposal data in spreadsheets, notify teams on chat, send client emails, sync CRM records, process payments, and schedule follow-up meetings. Pick a combination and activate it in one click.

Better Proposals
Clientify
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Google SheetsGoogle Sheets (8)
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SlackSlack (8)
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GmailGmail (8)
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HubSpotHubSpot (8)
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StripeStripe (8)
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CalendlyCalendly (8)
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Add every signed Better Proposals proposal to your Google Sheets tracker, and create a contact in Clientify
Signed proposals appear in your Google Sheets tracking row within seconds and register as a contact in Clientify, so your sales database stays updated automatically.
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Log every new Better Proposals proposal in Google Sheets, and create a deal in Clientify
New proposals logged in Google Sheets trigger a new deal in Clientify instantly, ensuring revenue tracking starts the moment a document is sent.
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When a Better Proposals proposal status changes, update the matching Google Sheets row and update the Clientify deal stage
Proposal updates in Better Proposals automatically update your Google Sheets tracking row and advance the corresponding deal stage in Clientify.
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Create a Clientify task for every Google Sheets row marked from a Better Proposals document, and log the assignment
Rows added from Better Proposals into Google Sheets automatically generate follow-up tasks in Clientify so reps never miss a deadline.
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If a signed Better Proposals proposal exceeds high value, log it in Google Sheets and create a priority deal in Clientify
High-value signed proposals route straight to Google Sheets and open priority deals in Clientify for executive review.
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When a Better Proposals proposal is signed, update the existing Google Sheets tracking row and close the Clientify deal
Signed proposals automatically close out open deals in Clientify and update the final status in your Google Sheets archive.
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Use Claude to summarise every signed Better Proposals proposal, save the summary in Google Sheets, and create a Clientify contact
Claude extracts key project terms from signed Better Proposals documents, saves the summary in Google Sheets, and establishes a new Clientify contact record.
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S
Turn every signed Better Proposals document into a Google Sheets row, create a Clientify deal, and notify the onboarding channel in Slack
Signed proposals populate Google Sheets, open Clientify deals, and alert the onboarding team on Slack in a single automated sequence.

Supported triggers and actions for Better Proposals and Clientify

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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Clientify
Clientify Triggers & Actions
Contact is updated in Clientify
Triggers the automation when a contact is updated
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Contact is created in Clientify
Triggers the automation when a new contact is added
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Deal stage is updated in Clientify
Triggers the automation when a deal stage is updated
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Deal is created in Clientify
Triggers the automation when a new deal is created
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Task is created in Clientify
Triggers the automation when a new task is created
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Company is created in Clientify
Triggers the automation when a new company is created
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Create contact in Clientify
Adds a new contact to the database
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Search contact in Clientify
Finds and retrieves contact information
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Search user in Clientify
Searches for a user
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Create deal in Clientify
Generates a new deal with
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Update deal in Clientify
Updates deal information based on new criteria or changes
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Get deal in Clientify
Retrieves information about a deal
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Close deal in Clientify
Finalizes a deal
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Create task in Clientify
Creates a new task
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Create order in Clientify
Creates a new order
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Get company in Clientify
Retrieves information about a company
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Create abandoned cart in Clientify
Creates a new abandoned cart entry
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Search product in Clientify
Searches for a product
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Delete product in Clientify
Removes a product from the database
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Create product in Clientify
Creates a new workspace
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Search deal in Clientify
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What can you automate with Better Proposals + Clientify?

Streamline your sales pipeline by connecting proposal sign-offs directly to contact management and deal tracking.

What you can automate?
✍️
Sync signed proposals directly into CRM contacts
Automatically create a new contact in Clientify the moment a proposal is signed in Better Proposals, eliminating manual data entry between your sales tools.
📄
Capture every submitted field and proposal detail
Map all custom pricing fields, client names, and project terms from Better Proposals directly into corresponding Clientify deal properties.
🔔
Notify your team as soon as a proposal is signed
Trigger instant team alerts and task assignments in Clientify the second a client views, signs, or submits feedback on your Better Proposals document.
🔀
Route deals based on proposal value and tier
Evaluate proposal terms upon signature to create standard contacts or priority VIP deals in Clientify based on specific contract thresholds.
🔄
Keep deal stages updated as proposals progress
Advance Clientify deal stages automatically when a proposal is opened, sent, or signed in Better Proposals without manual CRM updates.
🔍
Search and update existing records instead of duplicating
Lookup existing Clientify contacts before creating new records, ensuring your database remains clean and free of duplicate entries.
💰
Handle contract status changes and closed deals
Mark Clientify deals as won or closed instantly when a Better Proposals document reaches final client sign-off.
🔌
Extend your sales workflow to team communication apps
Connect Better Proposals and Clientify with Slack, Google Sheets, or Gmail to build multi-step operational pipelines that span your entire tech stack.
And much more...

Who is Better Proposals + Clientify integration for?

Sales teams, business owners, and operations managers handling client contracts eliminate manual data entry and keep pipeline records synchronized across platforms.

Revenue directors
Revenue directors
Account executives
Account executives
Project managers
Project managers
Sales operations leads
Sales operations leads
Customer onboarding specialists
Customer onboarding specialists
Business development teams
Business development teams
📈
Revenue directors
You rely on accurate proposal metrics for monthly forecasting, but your CRM data only updates when someone manually exports signed proposals, so your pipeline reports are always outdated — this integration means every signed proposal updates your Clientify deals instantly and your revenue metrics stay current.
Account executives
You need to initiate onboarding the moment a client signs a proposal, but you find out about completed signatures hours later when checking manual spreadsheets — automating both apps means every signed proposal creates Clientify contacts instantly and your sales team engages right away.
📋
Project managers
You answer to executive stakeholders who demand immediate visibility into newly signed client projects, but tracking down contract details slows you down — connecting these apps means every proposal signature populates Clientify records automatically and project handoffs happen without friction.
🚀
Sales operations leads
The volume of outbound proposals is too high for anyone to keep up with by hand, leading to missed follow-ups and unrecorded deals — automating both apps means every proposal event syncs to Clientify effortlessly and your administrative backlog disappears completely.
🤝
Customer onboarding specialists
You own the client setup process and depend on sales reps to hand over signed proposal details before you can begin work — with this integration, every signed proposal triggers Clientify tasks immediately and your onboarding pipeline starts on schedule.
🗂️
Business development teams
You need a reliable history of proposal engagement and keep finding gaps in your CRM records caused by forgotten manual data entry — connecting these apps means every proposal view and signature logs in Clientify reliably and your audit trail stays complete.
Our team

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Why choose Integrately to automate Better Proposals + Clientify

Build and manage your Better Proposals + Clientify 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 + Clientify 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 — 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Better Proposals to Clientify?
Frequently Asked Questions
You can connect Better Proposals to Clientify in one click using ready-made templates on Integrately. Select your trigger event, authorize both accounts, and use Integrately AI to customize your workflow instantly.
Can I automatically create Clientify contacts when a Better Proposals proposal is signed?
Frequently Asked Questions
Can I connect Better Proposals, Clientify, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Better Proposals and Clientify?
Frequently Asked Questions
How does Better Proposals handle proposal signature data during integration?
Frequently Asked Questions
How does Clientify manage deals created from Better Proposals?
Frequently Asked Questions
Do I need coding skills to automate Better Proposals and Clientify?
Frequently Asked Questions
Is the Better Proposals and Clientify integration free?
Frequently Asked Questions
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You Can Also Connect Better Proposals or Clientify With 1500+ Other Apps

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