Better Proposals + Simpro Integration

Q: Can I automatically create Simpro customers when a Better Proposals proposal is signed?

You can automatically create Simpro customers the moment a proposal is signed in Better Proposals using a ready automation on Integrately.

Q: Can I connect Better Proposals, Simpro, and HubSpot?

You can connect Better Proposals, Simpro, and HubSpot together in a multi-step workflow. Sync your signed proposals into Simpro while updating contacts in HubSpot and 1,500+ other apps.

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

Integrately is built as a fast, cost-effective alternative with 20 million+ templates, 24/5 live support, and AI-assisted workflow building for Better Proposals and Simpro.

Q: How are Better Proposals signed documents tracked in Simpro?

Signed Better Proposals documents can immediately create company or individual customers in Simpro using ready automations on Integrately.

Q: Can Simpro job updates trigger actions in Better Proposals?

Simpro job creation and invoice updates can trigger new proposals in Better Proposals using automated templates on Integrately.

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

No coding is required to connect Better Proposals and Simpro. You can use ready templates or ask Integrately AI to build your automation.

Q: Is the Better Proposals and Simpro integration free?

You can start connecting Better Proposals and Simpro with a free forever plan available on Integrately.

Integrate Better Proposals to Simpro in one click, or tell Integrately AI how you want each proposal handled. Create customers and jobs, update records, alert your team, and trigger follow-ups automatically.

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Free forever.

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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
Recurring invoice is updated in Simpro Instant
Contact is created in Simpro Instant
Invoice is created in Simpro Instant
Invoice is updated in Simpro Instant
Recurring invoice is created in Simpro Instant
Job is created in Simpro Instant
Company customer created in Simpro Instant
Job is updated in Simpro Instant
Company customer updated in Simpro Instant
Site is created in Simpro Instant
Site is updated in Simpro Instant
Individual customer created in Simpro Instant
Individual customer updated in Simpro Instant
Quote is created in Simpro Instant
Quote is updated in Simpro Instant

Create proposal in Better Proposals
Get contact by ID in Simpro
Create lead in Simpro
Update contact in Simpro
Update lead in Simpro
Create individual customer in Simpro
Search individual customer in Simpro
Search company customer in Simpro
Create contact in Simpro
Create company customer in Simpro
Create service job in Simpro
Search job in Simpro
Create site in Simpro
Search contact in Simpro
Search site in Simpro
Create service quote in Simpro
Search quote in Simpro
Create activity schedule block in Simpro

Trusted by experts at...

Ready Workflows for Better Proposals + Simpro Integration

Create customers, update jobs, trigger quotes, and notify your team, all in just one click.

Create Simpro individual customer for new Better Proposals proposal

If your business uses Better Proposals to create proposal, you'll want to make sure that your Simpro account is up-to-date with the latest individual customer 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 individual customer in Simpro 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 individual customer in Simpro.

Activate

Create Better Proposals proposal for new Simpro individual customer

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 Simpro? With this integration, you can!

When you create a individual customer in Simpro, 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

1of1

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

Connect more apps to your Better Proposals + Simpro flow

Send proposal data to your financial tools, sync customers with your CRM, and alert your team the moment a deal closes. Pick a combination and activate it in one click.

Xero (4)

QuickBooks Online (4)

HubSpot (4)

Gmail (4)

Slack (4)

Google Drive (4)

Create a Xero contact when a Better Proposals proposal is signed, and create a company customer in Simpro.

Signed proposals instantly generate a contact in Xero and a company customer in Simpro without manual data entry.

Create a Xero invoice when a Simpro job is created, and send a proposal in Better Proposals.

New Simpro jobs generate corresponding Xero invoices and initiate follow-up proposals in Better Proposals.

When a Better Proposals proposal is created, create a Xero contact and update the lead in Simpro.

New proposals automatically register in Xero and update lead records in Simpro.

Create a service quote in Simpro when a Xero invoice is updated, and create a proposal in Better Proposals.

Updated Xero invoices trigger new service quotes in Simpro and initiate proposals in Better Proposals.

Create a QuickBooks Online customer when a Better Proposals proposal is signed, and create a company customer in Simpro.

Signed proposals instantly set up accounting records in QuickBooks Online and company profiles in Simpro.

Create a service job in Simpro when a QuickBooks Online invoice is created, and send a proposal in Better Proposals.

New QuickBooks Online invoices trigger service jobs in Simpro and dispatch proposals in Better Proposals.

When a Better Proposals proposal is sent, create a QuickBooks Online estimate and update the lead in Simpro.

Sent proposals automatically generate estimates in QuickBooks Online and update leads in Simpro.

Create a service quote in Simpro when a QuickBooks Online customer is created, and create a proposal in Better Proposals.

New QuickBooks Online customers immediately generate service quotes in Simpro and draft proposals in Better Proposals.

Create a HubSpot contact when a Better Proposals proposal is signed, and create a company customer in Simpro.

Signed proposals populate HubSpot contacts and Simpro company records instantly.

Create a service job in Simpro when a HubSpot deal is won, and send a proposal in Better Proposals.

Won HubSpot deals trigger new service jobs in Simpro and dispatch proposals in Better Proposals.

When a Better Proposals proposal is opened, update the HubSpot contact and create a lead in Simpro.

Opened proposals update contact records in HubSpot and create new leads in Simpro.

Create a service quote in Simpro when a HubSpot contact is created, and create a proposal in Better Proposals.

New HubSpot contacts trigger service quotes in Simpro and draft proposals in Better Proposals.

Send a Gmail notification when a Better Proposals proposal is signed, and create a company customer in Simpro.

Signed proposals trigger email notifications via Gmail and create company customers in Simpro.

Create a service job in Simpro when a Gmail email is received, and send a proposal in Better Proposals.

Incoming client emails create service jobs in Simpro and dispatch proposals in Better Proposals.

When a Better Proposals proposal is created, send a draft email in Gmail and create a lead in Simpro.

New proposals draft emails in Gmail and establish leads in Simpro.

Create a service quote in Simpro when a Gmail message is labeled, and create a proposal in Better Proposals.

Labeled Gmail messages generate service quotes in Simpro and draft proposals in Better Proposals.

Send a Slack message when a Better Proposals proposal is signed, and create a company customer in Simpro.

Signed proposals trigger channel alerts in Slack and create company customers in Simpro.

Create a service job in Simpro when a Slack command is run, and send a proposal in Better Proposals.

Custom Slack commands trigger service jobs in Simpro and dispatch proposals in Better Proposals.

When a Better Proposals proposal is opened, post an update in Slack and create a lead in Simpro.

Opened proposals notify team channels in Slack and create leads in Simpro.

Create a service quote in Simpro when a Slack message is saved, and create a proposal in Better Proposals.

Saved Slack messages generate service quotes in Simpro and draft proposals in Better Proposals.

Create a Google Drive file when a Better Proposals proposal is signed, and create a company customer in Simpro.

Signed proposals generate storage files in Google Drive and company customers in Simpro.

Create a service job in Simpro when a Google Drive file is created, and send a proposal in Better Proposals.

New Google Drive files create service jobs in Simpro and dispatch proposals in Better Proposals.

When a Better Proposals proposal is sent, upload a copy to Google Drive and update the lead in Simpro.

Sent proposals save copies in Google Drive and update lead records in Simpro.

Create a service quote in Simpro when a Google Drive folder is shared, and create a proposal in Better Proposals.

Shared Google Drive folders trigger service quotes in Simpro and draft proposals in Better Proposals.

Supported triggers and actions for Better Proposals and Simpro

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

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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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Simpro Triggers & Actions

Instant

Recurring invoice is updated in Simpro

Triggers the automation when a existing recurring invoice is updated.

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Instant

Contact is created in Simpro

Triggers the automation when a new contact is created.

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Instant

Invoice is created in Simpro

Triggers the automation when a new invoice is created

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Instant

Invoice is updated in Simpro

Triggers the automation when existing invoice is updated.

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Instant

Recurring invoice is created in Simpro

Triggers the automation when a new recurring invoice is created

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Instant

Job is created in Simpro

Triggers the automation when a new job is created

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Instant

Company customer created in Simpro

Triggers the automation when a new customer is created within the company's database

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Instant

Job is updated in Simpro

Triggers the automation when a job is updated

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Instant

Company customer updated in Simpro

Triggers the automation when a company's customer information is updated

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Instant

Site is created in Simpro

Triggers the automation when a new site is created

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Instant

Site is updated in Simpro

Triggers the automation when a site is updated

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Instant

Individual customer created in Simpro

Triggers the automation when a new individual customer is added

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Instant

Individual customer updated in Simpro

Triggers the automation when a customer's information is updated

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Instant

Quote is created in Simpro

Triggers the automation when a new quote is created

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Instant

Quote is updated in Simpro

Triggers the automation when any quote is updated

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What can you automate with Better Proposals + Simpro?

Connect Better Proposals and Simpro to streamline your proposal-to-job workflow and eliminate manual data entry.

Get Started For Free

🔗

Create Simpro customers from signed proposals automatically

Whenever a proposal is signed in Better Proposals, a new company customer or individual customer is created in Simpro instantly. Your operational team can begin job scheduling without manual data entry.

📋

Capture every proposal detail in job records

Map all submitted client information and pricing details directly into Simpro quotes and service jobs. Your team gets complete context without switching between systems.

🔔

Alert your team the moment a deal closes

Notify your dispatchers and account managers instantly via email or messaging apps when a proposal is signed. Everyone stays aligned on new incoming work.

🔀

Route quotes based on proposal values

Set up conditional rules to create standard service jobs or priority enterprise quotes in Simpro depending on the specific proposal amount or service type.

🔄

Keep customer records updated as proposals change

When proposal details are edited or sent out, automatically update the corresponding lead or contact records in Simpro. Your pipeline information remains accurate at every stage.

🛡️

Prevent duplicate entries with smart lookups

Search existing Simpro company and individual customer records before creating new ones. Keep your database clean and avoid cluttering your workflow with duplicate profiles.

⏱️

Handle invoice and recurring billing updates

Trigger follow-up proposals or update scheduling blocks whenever invoices or recurring billing records change in Simpro. Keep your billing and sales cycles fully connected.

🌐

Extend your workflow to external apps

Connect your Better Proposals and Simpro core flow with Slack, Gmail, or HubSpot to notify stakeholders, archive documents, and manage client communications in one place.

And much more...

Who is Better Proposals + Simpro integration for?

Operations teams, finance managers, and sales leaders connect Better Proposals and Simpro to eliminate manual data entry and keep pipeline records current.

Finance managers

Field service dispatchers

Account executives

Operations coordinators

Project managers

Customer success leads

📈

Finance managers

You're reviewing revenue reports every morning but billing figures only update when someone manually exports records, so the totals you're forecasting against are always hours behind — with this integration, every signed proposal updates your financial entries instantly and your data stays accurate.

⚡

Field service dispatchers

You need to schedule crews as soon as deals close, but you find out about signed proposals too late in the day, delaying job setups — automating both apps means every signed agreement immediately creates a customer and job in Simpro so work starts right away.

🤝

Account executives

You answer to clients who want to see project timelines immediately after signing, but manual handoffs create frustrating delays — connecting these apps means every proposal signature instantly triggers the right setup steps in your job management software.

🔄

Operations coordinators

The volume of incoming proposals is too high for anyone to keep up by hand, leading to missed customer records and scheduling errors — with this integration, every proposal event flows directly into Simpro without manual transcription.

📋

Project managers

You own the project kickoff and depend on the sales team to hand over signed agreements, but details often get lost in transition — this integration means every contract detail transfers automatically into your job queues.

🗂️

Customer success leads

You need a reliable history of client onboarding and keep finding gaps in customer account profiles, frustrating your support team — automating both apps means every customer record and job history links together from the first proposal.

Try This Integration – No Code Needed

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 + Simpro

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

1,500+ apps connected

Connect Better Proposals + Simpro 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.

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Frequently Asked Questions

How do I connect Better Proposals to Simpro?

You can connect Better Proposals to Simpro instantly using ready-made workflows on Integrately. Choose a template, connect your accounts, and let Integrately AI handle the setup in just one click.

Can I automatically create Simpro customers when a Better Proposals proposal is signed?

Can I connect Better Proposals, Simpro, and HubSpot?

What is a good Zapier alternative for Better Proposals and Simpro?

How are Better Proposals signed documents tracked in Simpro?

Can Simpro job updates trigger actions in Better Proposals?

Do I need coding skills to automate Better Proposals and Simpro?

Is the Better Proposals and Simpro integration free?

Didn't find the answer you were looking for?

No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Better Proposals or Simpro With 1500+ Other Apps

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Better Proposals + Simpro Integration

Integrate Better Proposals to Simpro in one click, or tell Integrately AI how you want each proposal handled. Create customers and jobs, update records, alert your team, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Better Proposals + Simpro Integration

Create customers, update jobs, trigger quotes, and notify your team, all in just one click.

Create Simpro individual customer for new Better Proposals proposal

Create Better Proposals proposal for new Simpro individual customer

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

Connect more apps to your Better Proposals + Simpro flow

Send proposal data to your financial tools, sync customers with your CRM, and alert your team the moment a deal closes. Pick a combination and activate it in one click.

Supported triggers and actions for Better Proposals and Simpro

Mix and match to build the exact automation you need

What can you automate with Better Proposals + Simpro?

Connect Better Proposals and Simpro to streamline your proposal-to-job workflow and eliminate manual data entry.

Who is Better Proposals + Simpro integration for?

Operations teams, finance managers, and sales leaders connect Better Proposals and Simpro to eliminate manual data entry and keep pipeline records current.

Did you know?

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

Why choose Integrately to automate Better Proposals + Simpro

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Better Proposals or Simpro With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Better Proposals + Simpro Integration

Integrate Better Proposals to Simpro in one click, or tell Integrately AI how you want each proposal handled. Create customers and jobs, update records, alert your team, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Better Proposals + Simpro Integration

Create customers, update jobs, trigger quotes, and notify your team, all in just one click.

Create Simpro individual customer for new Better Proposals proposal

Create Better Proposals proposal for new Simpro individual customer

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

Connect more apps to your Better Proposals + Simpro flow

Send proposal data to your financial tools, sync customers with your CRM, and alert your team the moment a deal closes. Pick a combination and activate it in one click.

Supported triggers and actions for Better Proposals and Simpro

Mix and match to build the exact automation you need

What can you automate with Better Proposals + Simpro?

Connect Better Proposals and Simpro to streamline your proposal-to-job workflow and eliminate manual data entry.

Who is Better Proposals + Simpro integration for?

Operations teams, finance managers, and sales leaders connect Better Proposals and Simpro to eliminate manual data entry and keep pipeline records current.

Did you know?

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

Why choose Integrately to automate Better Proposals + Simpro

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Better Proposals or Simpro With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click