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Integrations
Integrations
Connect your favourite tools to Better Proposals
27 articles in this collection
Written by
Adam Hempenstall,
Sabrina Barron,
and
Rob Lucas
Connecting Zapier
Connect your Better Proposals account with Zapier
Written by
Sabrina Barron
Updated over a week ago
CRMs
Integrating ActiveCampaign
Search for contacts from your CRM and send documents faster
Written by
Sabrina Barron
Updated over a week ago
Salesforce Advanced integration
Getting the Advanced Salesforce Integration set up so you can optimise the integration and save more time.
Written by
Rob Lucas
Updated over a week ago
Hubspot Advanced integration
Getting the Advanced Hubspot Integration setup so you can optimise the integration and save more time.
Written by
Rob Lucas
Updated over a week ago
Integrating Agile CRM
Search for contact details to save time
Written by
Sabrina Barron
Updated over a week ago
Integrating Base
Search for contacts from your CRM and send documents faster
Written by
Sabrina Barron
Updated over a week ago
Integrating Capsule
Search for contact details and sync your documents with Capsule opportunities
Written by
Sabrina Barron
Updated over a week ago
Integrating Highrise
Search for contacts from your CRM and send proposals faster
Written by
Sabrina Barron
Updated over a week ago
Integrate HubSpot CRM
Search for a company from Hubspot and sync your document with a Deal in your CRM
Written by
Sabrina Barron
Updated over a week ago
Integrating Insightly
Search for contacts from your CRM and send documents faster
Written by
Sabrina Barron
Updated over a week ago
Integrating Pipedrive
Search for a company from Pipedrive and sync your document with a Deal in your CRM
Written by
Sabrina Barron
Updated over a week ago
Integrating Salesflare
Search for contacts from your CRM and send documents faster
Written by
Sabrina Barron
Updated over a week ago
Integrating Salesforce
Search for contact details and sync your documents with Salesforce opportunities
Written by
Sabrina Barron
Updated over a week ago
Integrating Zoho
Search for contacts from your CRM and send documents faster
Written by
Sabrina Barron
Updated over a week ago
Payments
Integrating GoCardless
Integrate with GoCardless and take payments on your documents
Written by
Sabrina Barron
Updated over a week ago
Integrating Stripe
Integrate with Stripe and take payments on your documents
Written by
Sabrina Barron
Updated over a week ago
Integrating PayPal
Integrate with PayPal and take payments on your documents
Written by
Sabrina Barron
Updated over a week ago
Live Chat
Integrating Olark Live chat
Getting your Olark live chat setup and activated inside your account
Written by
Rob Lucas
Updated over a week ago
Integrating any Live Chat Platform
Written by
Sabrina Barron
Updated over a week ago
Integrating a new live chat platform
What to do if we don't offer the live chat integration you use
Written by
Rob Lucas
Updated over a week ago
Project Management
Integrating Monday - COMING SOON
Connect your Monday account and create boards directly from a document
Written by
Sabrina Barron
Updated over a week ago
Integrating Asana
Connect your Asana account and create projects directly from a document
Written by
Sabrina Barron
Updated over a week ago
Integrating Basecamp 3
Connect your Basecamp 3 account and create projects directly from a document
Written by
Sabrina Barron
Updated over a week ago
Integrating Teamwork
Connect your Teamwork account and create projects directly from a document
Written by
Sabrina Barron
Updated over a week ago
Integrating Trello
Connect your Trello account and create cards directly from a document
Written by
Sabrina Barron
Updated over a week ago
Integrating Wrike
Connect your Wrike account and create projects directly from a document
Written by
Sabrina Barron
Updated over a week ago
Re-marketing Pixels
Integrating The Facebook Pixel
Written by
Adam Hempenstall
Updated over a week ago