Better Proposals + Close Integration

Q: Can I automatically create Close leads when a Better Proposals proposal is signed?

Yes, you can automatically create Close leads when a Better Proposals proposal is signed. Start with a ready automation in one click or configure custom flows using Integrately AI.

Q: Can I connect Better Proposals, Close, and Slack?

Yes, you can connect Better Proposals, Close, and Slack together in a single multi-step workflow. Signed proposals create CRM leads and notify your team instantly, alongside Gmail, HubSpot, and 1,500+ other apps.

Q: What is a good Zapier alternative for Better Proposals and Close?

Integrately is a leading alternative for connecting Better Proposals and Close, offering 20 million+ ready templates, AI-assisted workflow building, and 24/5 live chat support at 3x to 10x lower cost.

Q: How does Better Proposals data sync with Close?

Better Proposals data syncs with Close by capturing triggers like signed or sent proposals to create leads, tasks, and opportunities automatically. There is a ready template — start from the Better Proposals and Close integration.

Q: Can I update Close opportunities when proposal statuses change?

You can update Close opportunities when proposal statuses change using automated workflows on Integrately. There's a ready template — start from the Better Proposals and Close integration.

Q: Do I need coding skills to automate Better Proposals and Close?

No coding skills are needed to connect Better Proposals and Close. You can use ready automation templates or describe your requirements to Integrately AI to build the workflow instantly.

Q: Is the Better Proposals and Close integration free?

The Better Proposals and Close integration is available on the Integrately free forever plan. You can start with ready workflows or explore pricing plans for advanced features.

Integrate Better Proposals to Close in one click, or tell Integrately AI how you want each proposal handled. Sync signed proposals, create leads and opportunities, update customer notes, and trigger sales follow-ups automatically.

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Proposal is signed in Better Proposals
Proposal is created in Better Proposals
Proposal is sent in Better Proposals
Proposal is opened in Better Proposals
Opportunity status change activity is updated in Close Instant
Custom activity is created or updated in Close Instant
Lead Status change is created in Close Instant
Export is created in Close Instant
Membership is activated in Close Instant
Email Sequence Subscription created or updated in Close Instant
Lead is created using search query in Close
Lead is created in Close Instant
Contact is created in Close Instant
Contact is updated in Close Instant
Opportunity status change activity is created in Close Instant
Opportunity is created in Close Instant
Email is created in Close Instant
Call record is updated in Close Instant
Call record is created in Close Instant
Task is created in lead in Close Instant
SMS is created in Close Instant
Meeting is created in Close Instant
Note is created in Close

Create proposal in Better Proposals
Search contact in Close
Update lead in Close
Search lead in Close
Create lead in Close
Update task in Close
Create task in Close
Search task in Close
Search opportunity in Close
Update opportunity in Close
Create opportunity in Close
Create contact in Close
Update contact in Close
Create note in Close
Update note in Close
Search note in Close
Create email in Close
Search user in Close
Create SMS in Close
Create custom activity in Close
Run activity overview report in Close
Delete logged call in Close
Create export in Close
Run sent email report in Close
Subscribe Contact to Email Sequence in Close
Search custom activity in Close
Add address to lead in Close
Delete email in Close
Merge two leads in Close
Create bulk email in Close
Run opportunity report in Close
Create smart view in Close
Run status change report in Close
Toggle Forwarding on Phone Number in Close
Update custom activity in Close
Update smart view in Close
Update email sequence subscription in Close
Delete email address from contact in Close
Create bulk sequence subscription action in Close
Search email sequence subscription in Close
Search number of Leads in Query in Close
Search connected account in Close
Get activity by id in Close
Create call in Close
Update call in Close
Search call in Close

Trusted by experts at...

Ready Workflows for Better Proposals + Close Integration

Sync signed proposals, create leads, update opportunities, log notes, and trigger follow-ups, all in just one click.

Create Close contact for new Better Proposals proposal

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

Activate

Create Better Proposals proposal for new Close opportunity

Are you a Close 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 opportunity in Close.

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

Activate

Create Close opportunity for new Better Proposals proposal

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

Having your proposal and opportunity 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 Close, you'll be able to work smarter, not harder.

Activate

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

When you create a contact in Close, 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!

Activate

Create Better Proposals proposal for new Close task

Close + Better Proposals Integration

Activate

Create Close task for new Better Proposals proposal

With this Close 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 Close.

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!

Activate

When Proposal is created in Better Proposals > Search user in Close > Create opportunity in Close

Better Proposals + Close Integration

Activate

When Proposal is created in Better Proposals > Search lead in Close > Create opportunity in Close

Better Proposals + Close Integration

Activate

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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Better Proposals + Close flow

Extend your proposal workflow by syncing with email, messaging, CRM, storage, scheduling, and billing tools. Pick a combination and activate it in one click.

Gmail (3)

Slack (3)

HubSpot (3)

Google Drive (3)

Calendly (3)

Stripe (3)

Add every signed Better Proposals agreement as a lead in Close, and send a notification email in Gmail

Signed proposals become new leads in Close instantly while Gmail notifies your sales team, eliminating manual data entry.

When a Better Proposals proposal is sent, create a follow-up task in Close and send a draft email in Gmail

Track sent proposals with automated tasks in Close and draft emails in Gmail for seamless follow-up.

When a new lead is created in Close, create a proposal in Better Proposals and send a welcome email in Gmail

New Close leads automatically generate a proposal in Better Proposals and send a welcome email via Gmail.

Add every signed Better Proposals agreement as a lead in Close, and notify your sales channel in Slack

Signed proposals create CRM leads in Close and instantly alert your sales channel on Slack.

When a Better Proposals proposal is opened, create a follow-up task in Close and alert your team in Slack

Instant notifications in Slack and follow-up tasks in Close whenever a prospect opens your proposal.

When an opportunity is created in Close, create a proposal in Better Proposals and post an update in Slack

New opportunities in Close automatically generate proposals in Better Proposals and notify your team in Slack.

Add every signed Better Proposals agreement as a lead in Close, and create a matching contact in HubSpot

Signed proposals update Close leads and synchronize contact profiles in HubSpot automatically.

When a Better Proposals proposal is sent, create a task in Close and create a deal in HubSpot

Sent proposals trigger follow-up tasks in Close and new deal records in HubSpot.

When a new lead is created in Close, create a proposal in Better Proposals and update the contact in HubSpot

Close leads generate Better Proposals agreements and update HubSpot contact records instantly.

Add every signed Better Proposals agreement as a lead in Close, and save the document in Google Drive

Signed proposals create Close leads and store backup document files in Google Drive automatically.

When a Better Proposals proposal is created, create a project folder in Google Drive and log a note in Close

New proposals generate organized folders in Google Drive and create tracking notes in Close.

When an opportunity is created in Close, create a proposal in Better Proposals and upload files to Google Drive

Close opportunities generate Better Proposals agreements and store onboarding briefs in Google Drive.

Add every signed Better Proposals agreement as a lead in Close, and schedule a kickoff meeting in Calendly

Signed proposals create Close leads and automatically schedule onboarding meetings through Calendly.

When a Better Proposals proposal is sent, create a task in Close and schedule a review call in Calendly

Sent proposals create follow-up tasks in Close and invite prospects to review calls via Calendly.

When a new lead is created in Close, create a proposal in Better Proposals and schedule a discovery call in Calendly

New Close leads trigger proposal creation in Better Proposals and discovery scheduling in Calendly.

Add every signed Better Proposals agreement as a lead in Close, and create a customer record in Stripe

Signed proposals update Close leads and establish billing profiles in Stripe automatically.

When a Better Proposals proposal is sent, create an opportunity in Close and generate a payment link in Stripe

Sent proposals register deals in Close and create instant payment links in Stripe.

When an opportunity is created in Close, create a proposal in Better Proposals and generate an invoice in Stripe

Close opportunities generate Better Proposals agreements and set up billing invoices in Stripe.

Supported triggers and actions for Better Proposals and Close

Mix and match to build the exact automation you need

Better Proposals Triggers & Actions

Proposal is signed in Better Proposals

Triggers the automation when a proposal document is signed

Better Proposals + Close Integration

Integrate Better Proposals to Close in one click, or tell Integrately AI how you want each proposal handled. Sync signed proposals, create leads and opportunities, update customer notes, and trigger sales follow-ups automatically.

Trusted by experts at...

Ready Workflows for Better Proposals + Close Integration

Sync signed proposals, create leads, update opportunities, log notes, and trigger follow-ups, all in just one click.

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Better Proposals + Close flow

Extend your proposal workflow by syncing with email, messaging, CRM, storage, scheduling, and billing tools. Pick a combination and activate it in one click.

Supported triggers and actions for Better Proposals and Close

Mix and match to build the exact automation you need

What can you automate with Better Proposals + Close?

Streamline your proposal workflow and CRM updates with powerful, automated actions.

Who is Better Proposals + Close integration for?

Connecting Better Proposals and Close helps sales and proposal teams eliminate manual data entry, keep CRM records accurate, and follow up instantly.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Better Proposals + Close

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

How Integrately Works?

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