Overview
Better Proposals is a proposal-writing and e-signature tool built for freelancers and small agencies to create, send and track branded proposals and contracts, with payment collection built in.
HelloGrowthCRM does not have a native BetterProposals connector yet — it is on the esign / document list of planned integrations. That does not mean the two cannot work together today.
Because Better Proposals exposes webhooks for view, sign and payment events, teams can send those into HelloGrowthCRM's inbound webhook address today, or wire the two together with Zapier or Pipedream.
What a BetterProposals link would do
- Open a new lead in HelloGrowthCRM whenever a prospect views a Better Proposals link for the first time, timestamped on the activity timeline.
- Mark a deal as won and record the signed value when a Better Proposals contract is electronically signed.
- Assign a follow-up task to the deal owner when a proposal sits unopened after a set number of days.
How to connect BetterProposals today
Because Better Proposals exposes webhooks for view, sign and payment events, teams can send those into HelloGrowthCRM's inbound webhook address today, or wire the two together with Zapier or Pipedream.
Best practices
- Start with the one BetterProposals 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 BetterProposals records — usually work email or phone — so an event updates the existing lead instead of creating a duplicate.
- Name an owner for the BetterProposals 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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