Better Proposals + Solve CRM Integration

Q: Can I automatically create a Solve CRM contact when a Better Proposals proposal is signed?

You can automatically create contacts and companies in Solve CRM the moment a proposal is signed in Better Proposals. Start from a ready automation or build your custom workflow using Integrately AI.

Q: Can I connect Better Proposals, Solve CRM, and Slack?

All three apps work together seamlessly in multi-step workflows. When a proposal is signed in Better Proposals, you can create a contact in Solve CRM and notify your team on Slack, along with 1,500+ other apps.

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

Integrately is a fast, cost-effective alternative with 20 million+ templates, 24/5 live chat support, and free expert setup. It connects Better Proposals and Solve CRM with 3x to 10x lower cost.

Q: How does Better Proposals handle proposal data during integration?

Better Proposals securely transfers signed proposal details and client information to Solve CRM through automated 1-click workflows. There's a ready template — start from the Better Proposals and Solve CRM integration.

Q: Can Solve CRM automatically capture company details from my proposals?

Solve CRM automatically creates company and contact records using the data captured from your Better Proposals documents. There's a ready template — start from the Better Proposals and Solve CRM integration.

Q: Can I set up these proposal automations without any coding experience?

Connecting Better Proposals and Solve CRM requires no coding skills at all. You can use ready templates or describe your exact process to Integrately AI to build it instantly.

Q: Is the Better Proposals and Solve CRM integration free?

The Better Proposals and Solve CRM integration is available on Integrately with a free forever plan. You can start automating your workflows instantly without a credit card.

Integrate Better Proposals to Solve CRM in one click, or tell Integrately AI how you want each proposal handled. Create contacts and companies automatically, sync client details, update your CRM records, and alert your team without manual entry.

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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
Contact is created in Solve CRM
Company is created in Solve CRM

Create proposal in Better Proposals
Create contact in Solve CRM
Create company in Solve CRM

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Ready Workflows for Better Proposals + Solve CRM Integration

Create contacts from signed proposals, sync company details to Solve CRM, notify your team, and track your client pipeline, all in just one click.

Create Solve CRM contact for new Better Proposals proposal

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

Activate

Create Better Proposals proposal for new Solve CRM company

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

Activate

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

When you create a contact in Solve CRM, 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 + Solve CRM flow

Send proposal details to your CRM, alert your sales team, log records in sheets, and trigger follow-up tasks across your stack. Pick a combination and activate it in one click.

Hubspot (4)

Gmail (4)

Slack (4)

Stripe (4)

Asana (4)

Google Drive (4)

Create a HubSpot contact for every signed Better Proposals proposal, and create the company in Solve CRM

Signed Better Proposals proposals automatically create contacts in HubSpot and companies in Solve CRM, eliminating manual data entry between your sales tools.

When a Better Proposals proposal is created, create a HubSpot deal and create a company in Solve CRM

New Better Proposals proposals instantly generate HubSpot deals and Solve CRM company records so your pipeline tracking starts the moment outreach begins.

If a Better Proposals proposal is signed, update the HubSpot contact and create a contact in Solve CRM

Signed proposals update existing HubSpot contacts and create new Solve CRM contact entries to keep your customer records synchronised.

Use Claude to summarise signed Better Proposals proposals, update HubSpot, and create a company in Solve CRM

Claude extracts key terms from signed Better Proposals proposals, updates HubSpot, and creates a company record in Solve CRM.

Send a confirmation email via Gmail when a Better Proposals proposal is signed, and create a contact in Solve CRM

Signed proposals trigger an immediate confirmation email in Gmail and create a contact in Solve CRM so client communication and recordkeeping happen together.

When a Better Proposals proposal is sent, email the sales lead via Gmail and create a company in Solve CRM

Sent proposals notify your internal team via Gmail and establish a company record in Solve CRM for immediate pipeline tracking.

When a Better Proposals proposal is opened, send an alert email via Gmail and create a contact in Solve CRM

Client proposal engagement triggers a Gmail alert and creates a Solve CRM contact so reps can follow up immediately.

Use ChatGPT to draft a personalised thank-you email in Gmail when a Better Proposals proposal is signed, and create a Solve CRM contact

ChatGPT drafts personalised thank-you emails in Gmail for signed Better Proposals proposals while creating a contact in Solve CRM.

Notify your sales channel in Slack when a Better Proposals proposal is signed, and create a contact in Solve CRM

Signed proposals trigger instant Slack notifications for your team and automatically create contacts in Solve CRM.

Post an update in Slack when a Better Proposals proposal is created, and create a company in Solve CRM

New proposal creation posts an alert in Slack and creates a company record in Solve CRM to keep teams coordinated.

Alert your team in Slack when a Better Proposals proposal is viewed, and create a contact in Solve CRM

Proposal views trigger real-time Slack notifications and create a contact record in Solve CRM for timely outreach.

Use Gemini to evaluate signed Better Proposals proposals, notify Slack, and create a company in Solve CRM

Gemini evaluates signed Better Proposals proposals, alerts your team in Slack, and creates a company record in Solve CRM.

Create a Stripe customer when a Better Proposals proposal is signed, and create a company in Solve CRM

Signed proposals automatically generate Stripe customer accounts and Solve CRM company records for unified billing and CRM management.

When a Better Proposals proposal is created, create a Stripe invoice and create a contact in Solve CRM

New proposals generate draft Stripe invoices and Solve CRM contacts to streamline financial and customer recordkeeping.

If a Better Proposals proposal value exceeds 5,000, create a Stripe subscription and create a company in Solve CRM

High-value signed Better Proposals proposals automatically set up Stripe subscriptions and create Solve CRM company records.

Use Perplexity to extract payment terms from signed Better Proposals proposals, set up Stripe, and create a Solve CRM company

Perplexity extracts payment terms from signed Better Proposals proposals, configures Stripe, and creates a company in Solve CRM.

Create an Asana project for every signed Better Proposals proposal, and create a company in Solve CRM

Signed proposals automatically generate Asana onboarding projects and Solve CRM company records to align delivery and sales teams.

When a Better Proposals proposal is created, create an Asana task and create a contact in Solve CRM

New proposal creation generates review tasks in Asana and contact records in Solve CRM to streamline pre-sales management.

If a signed Better Proposals proposal requires custom deliverables, create an Asana task and create a company in Solve CRM

Custom proposals trigger specialized Asana delivery tasks and create Solve CRM company records for precise tracking.

Use ChatGPT to break down signed Better Proposals proposals into Asana tasks, and create a Solve CRM company

ChatGPT converts signed Better Proposals proposals into structured Asana tasks and creates Solve CRM company records.

Create a Google Drive folder for every signed Better Proposals proposal, and create a company in Solve CRM

Signed Better Proposals proposals automatically generate Google Drive client folders and Solve CRM company records for organised document storage.

When a Better Proposals proposal is created, save the draft in Google Drive and create a contact in Solve CRM

New proposal creation archives draft files in Google Drive and establishes contact records in Solve CRM for complete audit trails.

If a signed Better Proposals proposal includes attachments, save them to Google Drive and create a Solve CRM company

Signed proposal attachments are automatically saved to Google Drive while creating Solve CRM company records.

Use Claude to index signed Better Proposals proposal documents in Google Drive, and create a Solve CRM company

Claude indexes signed Better Proposals proposal documents in Google Drive and creates Solve CRM company records.

Supported triggers and actions for Better Proposals and Solve CRM

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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Solve CRM Triggers & Actions

Contact is created in Solve CRM

Triggers the automation when a new contact is created

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Company is created in Solve CRM

Triggers the automation when a new company is created

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What can you automate with Better Proposals + Solve CRM?

Streamline your sales pipeline by connecting proposal creation and sign-offs directly to your CRM records.

Get Started For Free

🎯

Sync signed proposals to CRM contacts

Automatically create a contact in Solve CRM the moment a client signs a proposal in Better Proposals. Eliminate manual data entry and keep your customer database instantly updated.

📋

Capture every proposal field in your records

Map all available proposal details, values, and client information directly into Solve CRM company and contact fields instead of just basic names.

🔔

Alert your team the moment a deal closes

Trigger instant team notifications and CRM record updates simultaneously when a Better Proposals proposal reaches signed status.

🔀

Route records based on proposal value

Apply conditional logic to create standard contacts or high-value enterprise company profiles in Solve CRM depending on the signed proposal amount.

🔄

Keep CRM data synchronized as proposals evolve

Automatically update existing Solve CRM records whenever proposal details change or progress through draft, sent, and signed stages.

🛡️

Prevent duplicate records with smart matching

Add or update contact information intelligently in Solve CRM instead of generating duplicate entries for recurring clients.

⏱️

Handle proposal status changes automatically

Trigger specific CRM updates and follow-up actions when proposals are opened, viewed, signed, or rejected.

🔌

Extend your workflow to team messaging tools

Connect your Better Proposals and Solve CRM flow to Slack to announce wins and keep internal channels informed of deal progress.

And much more...

Who is Better Proposals + Solve CRM integration for?

Sales teams, account managers, and business owners who need to eliminate manual data entry between proposal sign-offs and CRM records benefit from this integration.

Sales Operations Managers

Account Executives

Client Success Directors

High-Volume Sales Teams

CRM Administrators

Finance and Revenue Leads

📈

Sales Operations Managers

You're tracking proposal pipelines across multiple spreadsheets but your database only updates when someone manually exports signed deals, so the revenue reports you're reviewing are always a few hours behind — with this integration, every signed proposal lands in Solve CRM instantly and your data stays current.

⚡

Account Executives

You need to kick off client onboarding the moment a contract is executed, but you find out about signed proposals too late because notification steps are manual — automating both apps means every new deal triggers immediate contact creation and team alerts so you never miss a handover.

🤝

Client Success Directors

You answer to leadership who want to see active client pipelines and signed agreements immediately, but reconciling proposal tools with your CRM takes hours of weekly reconciliation — connecting these apps means every proposal status change updates your records automatically.

🚀

High-Volume Sales Teams

The volume of outgoing proposals is too high for anyone to keep up by hand, leading to missing contact entries and untracked company records in your CRM — integrating these apps means every proposal event syncs seamlessly without manual oversight.

🎯

CRM Administrators

You own the database and depend on sales reps to hand over clean contact details after deals close, but records arrive incomplete or delayed — this integration means every proposal populates accurate contact and company entries in Solve CRM without relying on manual entry.

📋

Finance and Revenue Leads

You need a reliable history of all executed agreements and keep finding gaps between signed proposals and active CRM records — automating both apps means your customer database reflects every signed contract with absolute accuracy.

Try This Integration – No Code Needed

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

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Why choose Integrately to automate Better Proposals + Solve CRM

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

1,500+ apps connected

Connect Better Proposals + Solve CRM 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 Solve CRM?

You can connect Better Proposals to Solve CRM in 1 click using ready workflows on Integrately. Select a pre-built template, connect your accounts, or ask Integrately AI to build the automation and map the fields.

Can I automatically create a Solve CRM contact when a Better Proposals proposal is signed?

Can I connect Better Proposals, Solve CRM, and Slack?

What is a good Zapier alternative for Better Proposals and Solve CRM?

How does Better Proposals handle proposal data during integration?

Can Solve CRM automatically capture company details from my proposals?

Can I set up these proposal automations without any coding experience?

Is the Better Proposals and Solve CRM 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 Solve CRM With 1500+ Other Apps

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Better Proposals + Solve CRM Integration

Integrate Better Proposals to Solve CRM in one click, or tell Integrately AI how you want each proposal handled. Create contacts and companies automatically, sync client details, update your CRM records, and alert your team without manual entry.

Trusted by experts at...

Ready Workflows for Better Proposals + Solve CRM Integration

Create contacts from signed proposals, sync company details to Solve CRM, notify your team, and track your client pipeline, all in just one click.

Create Solve CRM contact for new Better Proposals proposal

Create Better Proposals proposal for new Solve CRM company

Create Better Proposals proposal for new Solve CRM contact

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

Connect more apps to your Better Proposals + Solve CRM flow

Send proposal details to your CRM, alert your sales team, log records in sheets, and trigger follow-up tasks across your stack. Pick a combination and activate it in one click.

Supported triggers and actions for Better Proposals and Solve CRM

Mix and match to build the exact automation you need

What can you automate with Better Proposals + Solve CRM?

Streamline your sales pipeline by connecting proposal creation and sign-offs directly to your CRM records.

Who is Better Proposals + Solve CRM integration for?

Sales teams, account managers, and business owners who need to eliminate manual data entry between proposal sign-offs and CRM records benefit from this integration.

Did you know?

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

Why choose Integrately to automate Better Proposals + Solve CRM

Build and manage your Better Proposals + Solve CRM 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 Solve CRM With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Better Proposals + Solve CRM Integration

Integrate Better Proposals to Solve CRM in one click, or tell Integrately AI how you want each proposal handled. Create contacts and companies automatically, sync client details, update your CRM records, and alert your team without manual entry.

Trusted by experts at...

Ready Workflows for Better Proposals + Solve CRM Integration

Create contacts from signed proposals, sync company details to Solve CRM, notify your team, and track your client pipeline, all in just one click.

Create Solve CRM contact for new Better Proposals proposal

Create Better Proposals proposal for new Solve CRM company

Create Better Proposals proposal for new Solve CRM contact

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

Connect more apps to your Better Proposals + Solve CRM flow

Send proposal details to your CRM, alert your sales team, log records in sheets, and trigger follow-up tasks across your stack. Pick a combination and activate it in one click.

Supported triggers and actions for Better Proposals and Solve CRM

Mix and match to build the exact automation you need

What can you automate with Better Proposals + Solve CRM?

Streamline your sales pipeline by connecting proposal creation and sign-offs directly to your CRM records.

Who is Better Proposals + Solve CRM integration for?

Sales teams, account managers, and business owners who need to eliminate manual data entry between proposal sign-offs and CRM records benefit from this integration.

Did you know?

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

Why choose Integrately to automate Better Proposals + Solve CRM

Build and manage your Better Proposals + Solve CRM 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 Solve CRM 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