Better Proposals + CompanyHub Integration

Integrate Better Proposals to CompanyHub in one click, or tell Integrately AI how you want each proposal handled. Track signed deals, update your CRM, alert your sales team, and trigger follow-ups 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
  • CompanyHub
    Contact is created in CompanyHub
  • CompanyHub
    Contact is updated in CompanyHub
  • CompanyHub
    Company is created in CompanyHub
  • CompanyHub
    Company is updated in CompanyHub
  • CompanyHub
    Record is created (Custom Table) in CompanyHub
  • CompanyHub
    Record is updated in CompanyHub
  • CompanyHub
    Deal is created in CompanyHub
  • CompanyHub
    Deal is updated in CompanyHub
  • CompanyHub
    Task is created in CompanyHub
  • CompanyHub
    Quote is created in CompanyHub
  • CompanyHub
    Sales order is created in CompanyHub
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2.
  • Better Proposals
    Create proposal in Better Proposals
  • CompanyHub
    Create contact in CompanyHub
  • CompanyHub
    Search contact in CompanyHub
  • CompanyHub
    Create record (Custom Table) in CompanyHub
  • CompanyHub
    Update record in CompanyHub
  • CompanyHub
    Search record in CompanyHub
  • CompanyHub
    Get record by id in CompanyHub
  • CompanyHub
    Create deal in CompanyHub
  • CompanyHub
    Search deal in CompanyHub
  • CompanyHub
    Create company in CompanyHub
  • CompanyHub
    Search company in CompanyHub
  • CompanyHub
    Create task in CompanyHub
  • CompanyHub
    Search task in CompanyHub
  • CompanyHub
    Create note in CompanyHub
  • CompanyHub
    Create quote in CompanyHub
  • CompanyHub
    Create sales order in CompanyHub
  • CompanyHub
    Delete record in CompanyHub

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Ready Workflows Ready Workflows for Better Proposals + CompanyHub Integration

Track signed proposals, create deals, update CRM contacts, alert your sales team, and log records, all in just one click.

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

Create Better Proposals proposal for new CompanyHub deal

Are you a CompanyHub 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 CompanyHub.

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 CompanyHub and Better Proposals accounts.
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Better Proposals + CompanyHub Integration

Create CompanyHub contact for new Better Proposals proposal

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

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

Create Better Proposals proposal for new CompanyHub company

If your company uses CompanyHub, and you need to create proposal, there's an easy way to do it using Better Proposals. When you create a new company in CompanyHub, 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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CompanyHub + Better Proposals Integration

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

When you create a contact in CompanyHub, 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 + CompanyHub Integration

Create CompanyHub task for new Better Proposals proposal

With this CompanyHub 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 CompanyHub.

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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Connect more apps to your Better Proposals + CompanyHub flow

Push signed proposals into your CRM, alert your sales team on chat, and log payment details. Pick a combination and activate it in one click.

Better Proposals
CompanyHub
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HubSpotHubSpot (4)
+
PipedrivePipedrive (4)
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GmailGmail (4)
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SlackSlack (4)
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Google DriveGoogle Drive (4)
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StripeStripe (4)
B
C
H
Add every signed Better Proposals proposal as a CompanyHub contact, and create a matching contact in HubSpot.
Signed proposals turn into CompanyHub contacts and HubSpot contacts automatically, so your sales and marketing databases stay updated without manual entry.
C
B
H
When a CompanyHub deal is created, create a proposal in Better Proposals, and log the deal in HubSpot.
New CompanyHub deals generate a proposal in Better Proposals instantly while updating HubSpot, keeping your entire workflow connected.
B
C
H
If a signed Better Proposals proposal matches enterprise criteria, update the CompanyHub record and create a HubSpot deal.
High-value signed proposals update CompanyHub records and create prioritized deals in HubSpot automatically.
B
C
H
Use Claude to analyse signed Better Proposals client details, update CompanyHub, and create a HubSpot task.
Claude evaluates signed proposal data to update CompanyHub records and open the right follow-up task in HubSpot.

Supported triggers and actions for Better Proposals and CompanyHub

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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CompanyHub
CompanyHub Triggers & Actions
Contact is created in CompanyHub
Triggers the automation when a new contact is created
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Contact is updated in CompanyHub
Triggers the automation when a contact is updated
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Company is created in CompanyHub
Triggers the automation when a new company is created
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Company is updated in CompanyHub
Triggers the automation when a company is updated
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Record is created (Custom Table) in CompanyHub
Triggers the automation when a new record is created in a custom table
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Record is updated in CompanyHub
Triggers the automation when any record is updated
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Deal is created in CompanyHub
Triggers the automation when a deal is created
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Deal is updated in CompanyHub
Triggers the automation when a deal is updated
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Task is created in CompanyHub
Triggers the automation when a new task is created
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Quote is created in CompanyHub
Triggers the automation when a new quote is created
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Sales order is created in CompanyHub
Triggers the automation when a sales order is created
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Create contact in CompanyHub
Adds a new contact to the database
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Search contact in CompanyHub
Finds and retrieves contact information
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Create record (Custom Table) in CompanyHub
Creates a new workspace
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Update record in CompanyHub
Updates a record with new information
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Search record in CompanyHub
Searches for a record within a given database
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Get record by id in CompanyHub
Retrieves a record based on its id
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Create deal in CompanyHub
Generates a new deal with
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Search deal in CompanyHub
Retrieves and find a deal
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Create company in CompanyHub
Generates a new company profile with given details
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Search company in CompanyHub
Finds information about a company
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Create task in CompanyHub
Creates a new task
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Search task in CompanyHub
Searches for a task
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Create note in CompanyHub
Creates a new note in the particular format
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Create quote in CompanyHub
Generates a new quote with pre-filled information
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Create sales order in CompanyHub
Generates a new sales order with pre-filled details
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Delete record in CompanyHub
Deletes a record
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What can you automate with Better Proposals + CompanyHub?

Streamline your sales cycle by connecting proposal creation and signing directly to your CRM pipelines and contact records.

What you can automate?
📝
Create CompanyHub contacts from signed proposals
Automatically generate a new contact in CompanyHub the moment a client signs your document in Better Proposals, keeping your pipeline updated.
📋
Capture every submitted proposal field
Map all custom form inputs and client details from Better Proposals into separate CompanyHub fields instead of just names and emails.
🔔
Alert your team instantly on activity
Send immediate notifications to your team members the second a proposal is viewed, sent, or signed by your prospective client.
🔀
Route records based on submitted proposal values
Set conditional rules to assign high-value deals or standard contacts to different pipeline stages in CompanyHub automatically.
🔄
Keep CRM data synchronized in real-time
Update existing CompanyHub records and deals whenever proposal status changes occur in Better Proposals without manual intervention.
🔍
Search and update instead of creating duplicates
Check if a contact already exists in CompanyHub before updating records, preventing redundant entries in your database.
💼
Manage later deal stage updates effortlessly
Transition deal phases and update custom tables in CompanyHub as proposals move through signing and closing stages.
🔌
Extend your workflow to HubSpot
Connect your Better Proposals and CompanyHub core flow with HubSpot to trigger multi-app follow-up actions and tasks instantly.
And much more...

Who is Better Proposals + CompanyHub integration for?

Sales managers, proposal writers, and account executives rely on this integration to eliminate manual data entry and keep pipeline tracking accurate across platforms.

Sales directors
Sales directors
Account executives
Account executives
Agency owners
Agency owners
Sales operations managers
Sales operations managers
Business development reps
Business development reps
Client success managers
Client success managers
📊
Sales directors
You're reviewing signed proposals to forecast quarterly revenue, but your CompanyHub pipeline only updates when someone manually logs the details, so your figures are always hours behind — this integration means every signed proposal updates your CRM instantly and your reports stay accurate.
Account executives
You're closing deals in Better Proposals every day, but your team finds out too late to start onboarding, so handoffs stall — connecting these apps means your CompanyHub tasks open the second a proposal is signed and onboarding starts immediately.
📋
Agency owners
You're sending professional proposals to clients who expect rapid turnaround, but tracking deal stages by hand leads to missed updates, so client trust is tested — automating both apps means every proposal status change reflects in CompanyHub instantly and updates are always transparent.
🚀
Sales operations managers
You're processing dozens of proposals weekly, but manual data entry causes missed records and fragmented pipelines, so data integrity suffers — with this integration, every signed proposal creates records automatically and your pipelines remain spotless.
🤝
Business development reps
You're waiting on proposal signatures before initiating client setup, but delayed notifications mean follow-up is sluggish, so momentum is lost — automating both apps means CompanyHub contacts populate instantly and you can reach out right away.
📁
Client success managers
You're trying to review client history from past proposals, but missing CRM records leave gaps in the customer timeline, so context is lost — this integration means every proposal detail populates CompanyHub securely and your customer records are fully intact.
Our team

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Why choose Integrately to automate Better Proposals + CompanyHub

Build and manage your Better Proposals + CompanyHub 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 + CompanyHub 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.
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Frequently Asked Questions

How do I connect Better Proposals to CompanyHub?
Frequently Asked Questions
You can connect Better Proposals to CompanyHub using 1-click workflows on Integrately. Choose from 20 million+ ready templates or ask Integrately AI to build your integration with popular apps like HubSpot, Slack, and Gmail.
How do I sync signed Better Proposals proposals with CompanyHub deals?
Frequently Asked Questions
Can I connect Better Proposals, CompanyHub, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Better Proposals and CompanyHub?
Frequently Asked Questions
How does Better Proposals handle client information during proposal signing?
Frequently Asked Questions
Can CompanyHub update existing contacts when a new proposal is signed?
Frequently Asked Questions
Do I need coding skills to automate Better Proposals and CompanyHub?
Frequently Asked Questions
Is the Better Proposals and CompanyHub integration free?
Frequently Asked Questions
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You Can Also Connect Better Proposals or CompanyHub With 1500+ Other Apps

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CompanyHub
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