Connect Better Proposals to HelloGrowthCRM

Better Proposals is a UK-founded proposal and contract tool that lets sales teams build branded, trackable documents with integrated payment collection, aimed at agencies, freelancers and small sales teams closing deals online.

Quick answer

Does HelloGrowthCRM integrate with Better Proposals?

Not natively yet — Better Proposals is a planned integration. A Better Proposals webhook can notify on document and payment status changes for HelloGrowthCRM's inbound webhook endpoint to pick up, and the two tools can otherwise be paired through Make for stage automation.

Overview

HelloGrowthCRM does not have a native Better Proposals connector yet — it is on the document & signing list of planned integrations. That does not mean the two cannot work together today.

A Better Proposals webhook can notify on document and payment status changes for HelloGrowthCRM's inbound webhook endpoint to pick up, and the two tools can otherwise be paired through Make for stage automation.

What a Better Proposals link would do

Auto-create a HelloGrowthCRM deal from a Better Proposals template send, carrying over the proposal's line-item total as the deal amount.
Record how long a prospect spent reading a section of a Better Proposals document on the lead's timeline, so reps can time their call.
Move a linked deal straight to closed-won with the paid amount attached the moment a Better Proposals payment is collected.

How to connect Better Proposals today

Best practices

Start with the one Better Proposals event your team acts on most, send only that into HelloGrowthCRM, and check a week of records before adding more.
Pick one matching key for Better Proposals records — usually work email or phone — so an event updates the existing lead instead of creating a duplicate.
Name an owner for the Better Proposals connection: whoever set up the webhook or Zap should also be the person who notices when it stops.

FAQ

Governance

Treat API keys and webhooks as production secrets. Align field mapping with your privacy policy and regional regulations (GDPR, marketing consent, telemarketing rules). Your admin controls which roles can install or edit integrations.

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Planned