Integrations

Connect your favourite tools to Better Proposals

25 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

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