Better Proposals + Teamwork CRM Integration

Integrate Better Proposals to Teamwork CRM in one click, or tell Integrately AI how you want each proposal handled. Track sales pipelines, create deals and contacts, and trigger follow-ups automatically.

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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
  • Teamwork CRM
    Company is created in Teamwork CRM Instant
  • Teamwork CRM
    Contact is created in Teamwork CRM Instant
  • Teamwork CRM
    Deal is created in Teamwork CRM Instant
  • Teamwork CRM
    Deal is updated in Teamwork CRM Instant
  • Teamwork CRM
    Deal is deleted in Teamwork CRM Instant
  • Teamwork CRM
    Activity is created in Teamwork CRM Instant
  • Teamwork CRM
    Activity is updated in Teamwork CRM Instant
  • Teamwork CRM
    Activity is deleted in Teamwork CRM Instant
  • Teamwork CRM
    Note is created in Teamwork CRM Instant
  • Teamwork CRM
    File is created in Teamwork CRM Instant
Arrow Right
2.
  • Better Proposals
    Create proposal in Better Proposals
  • Teamwork CRM
    Create deal in Teamwork CRM
  • Teamwork CRM
    Search deal in Teamwork CRM
  • Teamwork CRM
    Create contact in Teamwork CRM
  • Teamwork CRM
    Search contact in Teamwork CRM
  • Teamwork CRM
    Create company in Teamwork CRM
  • Teamwork CRM
    Search company in Teamwork CRM
  • Teamwork CRM
    Create note in Teamwork CRM
  • Teamwork CRM
    Create activity in Teamwork CRM
  • Teamwork CRM
    Search activity in Teamwork CRM
  • Teamwork CRM
    Create pipeline in Teamwork CRM
  • Teamwork CRM
    Create stage in Teamwork CRM
  • Teamwork CRM
    Search country in Teamwork CRM
  • Teamwork CRM
    Search user in Teamwork CRM
  • Teamwork CRM
    Create product in Teamwork CRM
  • Teamwork CRM
    Search product in Teamwork CRM

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Ready Workflows Ready Workflows for Better Proposals + Teamwork CRM Integration

Create deals, add contacts, update activities, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Better Proposals + Teamwork CRM Integration

Create Teamwork CRM contact for new Better Proposals proposal

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

Create Better Proposals proposal for new Teamwork CRM deal

Are you a Teamwork CRM 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 Teamwork CRM.

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 Teamwork CRM and Better Proposals accounts.
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Better Proposals + Teamwork CRM Integration

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

Create Better Proposals proposal for new Teamwork CRM company

If your company uses Teamwork 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 Teamwork 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.
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Teamwork CRM + Better Proposals Integration

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

When you create a contact in Teamwork 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!
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Connect more apps to your Better Proposals + Teamwork CRM flow

Teams often need to sync proposal data with marketing hubs, messaging channels, calendar bookings, and billing systems once a deal progresses. Pick a combination and activate it in one click.

Better Proposals
Teamwork CRM
+
HubspotHubspot (6)
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SlackSlack (6)
+
CalendlyCalendly (6)
+
Google DriveGoogle Drive (6)
+
StripeStripe (6)
+
QuickBooks OnlineQuickBooks Online (6)
B
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Create a Teamwork CRM deal when a proposal is signed in Better Proposals, and add a contact in HubSpot
Signed Better Proposals documents immediately create a deal in Teamwork CRM and a contact in HubSpot, eliminating manual entry across your sales tools.
B
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When a proposal is sent in Better Proposals, log a note in Teamwork CRM and create a task in HubSpot
Every sent proposal generates a tracking note in Teamwork CRM and an assigned task in HubSpot so your sales reps stay on top of follow-ups.
B
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When a proposal is opened in Better Proposals, create a company in Teamwork CRM and update the contact in HubSpot
Engagement on your proposals instantly registers as a company in Teamwork CRM and updates contact records in HubSpot for timely outreach.
B
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If a signed Better Proposals proposal includes premium tier pricing, create a deal in Teamwork CRM and add a high-priority contact in HubSpot
High-value signed proposals automatically route premium deals into Teamwork CRM and flag priority contacts in HubSpot.
B
T
H
C
Use Claude to summarise every signed Better Proposals proposal, create a deal in Teamwork CRM, and create a detailed note in HubSpot
Claude extracts key terms from signed Better Proposals documents, populating structured deal data in Teamwork CRM and detailed notes in HubSpot.
B
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When a proposal is signed in Better Proposals, create a deal in Teamwork CRM, create a contact in HubSpot, and notify your sales channel in Slack
Signed proposals trigger instant CRM record creation in Teamwork CRM and HubSpot while broadcasting the win to your team in Slack.

Supported triggers and actions for Better Proposals and Teamwork CRM

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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Teamwork CRM
Teamwork CRM Triggers & Actions
Instant
Company is created in Teamwork CRM
Triggers the automation when a new company is created
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Instant
Contact is created in Teamwork CRM
Triggers the automation when a new contact is created
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Instant
Deal is created in Teamwork CRM
Triggers the automation when a deal is created
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Instant
Deal is updated in Teamwork CRM
Triggers the automation when a deal is updated
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Instant
Deal is deleted in Teamwork CRM
Triggers the automation when a deal is deleted
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Instant
Activity is created in Teamwork CRM
Triggers the automation when a new activity is created
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Instant
Activity is updated in Teamwork CRM
Triggers the automation when an activity is updated
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Instant
Activity is deleted in Teamwork CRM
Triggers the automation when any activity is deleted
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Instant
Note is created in Teamwork CRM
Triggers the automation when a new note is created
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Instant
File is created in Teamwork CRM
Triggers the automation when a particular action in the workflow fails
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Create deal in Teamwork CRM
Generates a new deal with
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Search deal in Teamwork CRM
Retrieves and find a deal
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Create contact in Teamwork CRM
Adds a new contact to the database
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Search contact in Teamwork CRM
Finds and retrieves contact information
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Create company in Teamwork CRM
Generates a new company profile with given details
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Search company in Teamwork CRM
Finds information about a company
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Create note in Teamwork CRM
Creates a new note in the particular format
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Create activity in Teamwork CRM
Generates a new activity or task
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Search activity in Teamwork CRM
Retrieves search results based on particular criteria
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Create pipeline in Teamwork CRM
Creates a new pipeline
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Create stage in Teamwork CRM
Generates a new stage for the workflow
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Search country in Teamwork CRM
Searches for a country
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Search user in Teamwork CRM
Searches for a user
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Create product in Teamwork CRM
Generates and launch new products
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Search product in Teamwork CRM
Searches for a product
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What can you automate with Better Proposals + Teamwork CRM?

Streamline your entire proposal-to-CRM workflow with robust, automated triggers and actions.

What you can automate?
📝
Sync signed proposals into active CRM deals
Automatically generate a new deal in Teamwork CRM the moment a client signs their document in Better Proposals, keeping your pipeline up to date.
🔍
Capture every proposal field and detail
Map all submitted pricing tiers, client names, and custom notes from Better Proposals directly into your Teamwork CRM records instead of basic summaries.
🔔
Alert your team the instant proposals are viewed
Notify your sales reps in real time when prospects open or sign proposals in Better Proposals so they can strike while the iron is hot.
🔀
Route deals based on proposal value
Send enterprise-tier signed proposals to senior account managers in Teamwork CRM while routing standard deals to your general queue.
🔄
Keep CRM records updated as proposals change
Automatically reflect proposal status updates, sends, and opens across all linked Teamwork CRM contacts and company profiles.
🛡️
Prevent duplicate CRM contacts and deals
Search existing Teamwork CRM records before creating new entries to ensure clean pipelines and zero duplicate client entries.
📅
Automate follow-up tasks on proposal actions
Trigger calendar bookings, task creation, and reminder activities in Teamwork CRM whenever a proposal moves through its lifecycle.
🔗
Extend flows to Slack, HubSpot, and Stripe
Connect your Better Proposals and Teamwork CRM core setup with billing, messaging, and marketing tools to complete your entire tech stack.
And much more...

Who is Better Proposals + Teamwork CRM integration for?

Sales leaders, account executives, and operations teams eliminate manual data entry and keep pipelines synchronised across Better Proposals and Teamwork CRM.

Sales Directors
Sales Directors
Account Executives
Account Executives
Client Success Managers
Client Success Managers
Sales Operations Specialists
Sales Operations Specialists
Business Development Reps
Business Development Reps
Finance Leads
Finance Leads
📈
Sales Directors
You're reviewing pipeline reports but your CRM deals only update when someone manually checks signed proposals, so the conversion metrics you're reporting against are always a few hours behind — with this integration, every signed proposal updates Teamwork CRM instantly and your metrics stay current.
Account Executives
You need to kick off onboarding the moment a client signs, but you find out about signatures too late because documents sit in your proposal tool unmanaged — automating both apps means every signed document creates deals instantly and your follow-up starts right away.
🤝
Client Success Managers
You answer to agency leadership who want to see immediate client progress after contract execution, but record gaps leave everyone guessing — this integration means every proposal event syncs straight to Teamwork CRM so stakeholders always see accurate project statuses.
📊
Sales Operations Specialists
The volume of outgoing proposals is too high for anyone to keep up by hand, leading to missing CRM contacts and broken pipelines — connecting these apps means every proposal state change updates Teamwork CRM automatically without manual effort.
🎯
Business Development Reps
You own the initial outreach and depend on proposal creators to hand over details before you schedule follow-ups, but details get delayed — automating both apps means proposal activity triggers CRM tasks instantly so you never miss an opportunity.
📁
Finance Leads
You need a reliable history of signed agreements and keep finding gaps between what was closed and what was logged in the CRM — with this integration, every contract event creates structured records in Teamwork CRM with zero omissions.
Our team

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Why choose Integrately to automate Better Proposals + Teamwork CRM

Build and manage your Better Proposals + Teamwork CRM 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 + Teamwork CRM 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.
How Integrately Works?

How Integrately Works?

1
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3
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Frequently Asked Questions

How do I connect Better Proposals to Teamwork CRM?
Frequently Asked Questions
You can connect Better Proposals and Teamwork CRM in one click using pre-built templates or ask Integrately AI to build custom workflows linking your proposal events to CRM deals.
Can I automatically create deals in Teamwork CRM when a Better Proposals document is signed?
Frequently Asked Questions
Can I connect Better Proposals, Teamwork CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Better Proposals and Teamwork CRM?
Frequently Asked Questions
How are Better Proposals document signatures handled in Teamwork CRM?
Frequently Asked Questions
Can Teamwork CRM activities be triggered when proposals are opened?
Frequently Asked Questions
Do I need coding skills to automate Better Proposals and Teamwork CRM?
Frequently Asked Questions
Is the Better Proposals and Teamwork CRM integration free?
Frequently Asked Questions
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You Can Also Connect Better Proposals or Teamwork CRM With 1500+ Other Apps

Better Proposals
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Connect Better Proposals to document storage, e-signature tools, and communication channels to manage contracts.
Teamwork CRM
Popular Teamwork CRM Integrations
Sync Teamwork CRM with billing, project management, and reporting tools to keep sales data working across your stack.