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Better Proposals + Gmail Integration
Integrate Better Proposals to Gmail in one click, or tell Integrately AI how you want each proposal handled. Send notifications, create drafts, reply to threads, and track every client interaction automatically.
Free forever.Use premium features free for 14 days.1.
Proposal is signed in Better Proposals- Proposal is created in Better Proposals
- Proposal is sent in Better Proposals
- Proposal is opened in Better Proposals
Email is received in Gmail- Label is added to email in Gmail
- New email is starred in Gmail
- Email matching search is received in Gmail
- Thread is started in Gmail
- Label is created in Gmail
2.
- Create proposal in Better Proposals
- Send email in Gmail
- Reply to email in Gmail
- Create draft in Gmail
- Create draft reply in Gmail
- Delete label in Gmail
- Search email in Gmail
- Add label to email in Gmail
- Remove label from email in Gmail
- Create label in Gmail
- Update label in Gmail
Trusted by experts at...
Ready Workflows for Better Proposals + Gmail Integration
Send emails on proposal creation, reply to threads, create drafts, notify teams, and manage client communications, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Better Proposals + Gmail flow
Sync proposal milestones with your CRM, tasks, team chat, and records to keep every stakeholder informed. Pick a combination and activate it in one click.
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Hubspot (4)
Hubspot (4) +
Calendly (3)
Calendly (3) +
Slack (3)
Slack (3) +
Stripe (3)
Stripe (3) +
Asana (3)
Asana (3) +
Google Drive (3)
Google Drive (3) B
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Create a HubSpot contact for every new Better Proposals proposal, and send a notification email in Gmail.
New Better Proposals proposals instantly create HubSpot contacts while Gmail notifies your sales team, removing manual data entry.
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When a proposal is signed in Better Proposals, update the HubSpot deal and send a confirmation email in Gmail.
Signed proposals update HubSpot deals and trigger Gmail confirmation emails without manual status checks.
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Send a proposal via Better Proposals, create a HubSpot task, and draft a follow-up email in Gmail.
Sent proposals generate HubSpot follow-up tasks and Gmail drafts so your team never misses a touchpoint.
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Use Claude to evaluate Better Proposals signings, update HubSpot records, and send briefing emails in Gmail.
AI analyses signed Better Proposals documents to update HubSpot deals and email briefings via Gmail.
Supported triggers and actions for Better Proposals and Gmail
Mix and match to build the exact automation you need
Better Proposals Triggers & Actions
Gmail Triggers & Actions
Email matching search is received in Gmail
Triggers the automation when an incoming email matches a particular search criteria
Try it → What can you automate with Better Proposals + Gmail?
Streamline proposal creation, client notifications, and follow-up communications across your entire sales workflow.
📝
Trigger Gmail emails from new Better Proposals documents
Send automated welcome emails or notifications in Gmail the moment a new proposal is created in Better Proposals. Keep your client communications moving without manual delays.
📥
Capture every submitted proposal detail across apps
Map proposal data from Better Proposals into your connected tools and email records. Ensure every custom field and client answer is recorded accurately.
🔔
Alert the right team member immediately on signing
Notify your sales and finance teams through Gmail as soon as a client signs a Better Proposals document. Never miss an incoming contract or payment milestone.
🔀
Route follow-ups based on proposal status changes
Send different email replies or drafts in Gmail depending on whether a proposal is opened, sent, or signed in Better Proposals.
🔄
Keep your CRM and email records fully up to date
Synchronise proposal milestones with your contact lists and email history. Eliminate discrepancies between your proposal platform and inbox.
🗂️
Create organized records instead of duplicate entries
Search existing contacts and email threads before generating new records. Maintain clean databases across Better Proposals and Gmail.
⚡
Handle later status events like signed agreements
Trigger automated onboarding steps, draft replies, or task creation the exact second a proposal is signed in Better Proposals.
🔗
Extend your workflow to Slack and team channels
Combine Better Proposals and Gmail with Slack to announce wins and coordinate follow-up tasks across your entire organization.
And much more...
Who is Better Proposals + Gmail integration for?
Teams managing client proposals and email correspondence eliminate manual handoffs and keep communication synchronized across departments.
Sales Directors
Account Executives
Freelancers & Consultants
Agency Owners
Project Managers
Business Development Leads
📈
Sales Directors
You're reviewing proposal metrics but your email threads only update when someone manually checks records, so your pipeline visibility is always delayed — with this integration, every signed proposal updates your records instantly and your data stays current.
💼
Account Executives
You need to act fast on client feedback, and you find out too late when a proposal sits unread in your inbox — automating both apps means every opened proposal triggers instant follow-ups and your leads never go cold.
💡
Freelancers & Consultants
You answer to clients who want to see immediate progress on their document requests, but manual updates lead to communication gaps — this integration means every proposal status change reflects immediately in your email correspondence.
🏢
Agency Owners
The volume of client proposals is too high for anyone to keep up by hand, leading to missed replies and delayed invoicing — connecting these apps means automated workflows handle proposal notifications and email routing effortlessly.
📋
Project Managers
You own the onboarding step and depend on sales to hand over signed agreements, but manual notifications cause handover delays — automating both apps means signed proposals trigger immediate task creation and team alerts.
🎯
Business Development Leads
You need a reliable history of client agreements and keep finding gaps between your proposal software and inbox — integrating these apps means every sent proposal and email thread syncs accurately into one history.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Better Proposals + Gmail
Build and manage your Better Proposals + Gmail automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Better Proposals + Gmail with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
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Connect Accounts
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Automation is ready
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Frequently Asked Questions
How do I connect Better Proposals to Gmail?
You can connect Better Proposals and Gmail in 1 click using ready templates or ask Integrately AI to build the automation. It takes seconds to link your accounts and sync with Hubspot, Slack, and Google Drive.
Can I automatically send a Gmail email when a proposal is created in Better Proposals?
Can I connect Better Proposals, Gmail, and Slack?
What is a good Zapier alternative for Better Proposals and Gmail?
How does Better Proposals data trigger actions in Gmail?
Can I search or update Gmail emails based on proposal events?
Do I need coding skills to automate Better Proposals and Gmail?
Is the Better Proposals and Gmail integration free?
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