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Automate tasks across Better Proposals with Salesforce

We work with you to understand your business processes, and automate all work between Better Proposals and Salesforce.

Talk to our team

Businesses automate real work through MindCloud every day.

Start automating your work

Here are some common examples of how businesses use MindCloud to automate work between Better Proposals and Salesforce.

Send a Salesforce notification when Better Proposals receives a high-priority item.Get Started
Create a Salesforce follow-up from new qualified activity in Better Proposals.Get Started
Copy new customer details from Better Proposals into Salesforce.Get Started
Update the matching Salesforce item when a Better Proposals status changes.Get Started
Start a review in Salesforce when Better Proposals flags an exception.Get Started
Summarize new Better Proposals activity and save it in Salesforce.Get Started

Every action you need

Your company can interact with Better Proposals and Salesforce using our 45 actions.
Can’t find what you need? Let us know.

Create CompanyCreateCreates a company in Better Proposals.
Get Company DetailsReadRetrieves company details from Better Proposals.
List CompaniesReadRetrieves all companies from Better Proposals.
Get Currency DetailsReadRetrieves currency details from Better Proposals.
List CurrenciesReadRetrieves currencies from Better Proposals.
Create Document TypeCreateCreates a document type in Better Proposals.
List Document TypesReadRetrieves document types from Better Proposals.
Create ProposalCreateCreates a proposal in Better Proposals.
Create Proposal CoverCreateCreates a proposal cover in Better Proposals.
Get Proposal DetailsReadRetrieves proposal details from Better Proposals.
List New ProposalsReadRetrieves new proposals from Better Proposals.
List Opened ProposalsReadRetrieves opened proposals from Better Proposals.
List ProposalsReadRetrieves all proposals from Better Proposals.
List Sent ProposalsReadRetrieves sent proposals from Better Proposals.
List Signed ProposalsReadRetrieves signed proposals from Better Proposals.

Frequently Asked Questions

Common questions about working with MindCloud on your Better Proposals and Salesforce integration.

Apps are the systems your business runs on, like Better Proposals and Salesforce.

Actions are the things MindCloud can do in those systems, such as finding a record, sending a message, or updating data.

A workflow connects apps and actions in the order your process needs. That's it.

Related integrations

Explore other ways to connect Better Proposals with the apps your team already uses, or browse every Better Proposals and Salesforce integrations.

Google SheetsGoogle Sheets connects app workflows across your app stack.GmailGmail connects app workflows across your app stack.SlackSlack connects app workflows across your app stack.Google CalendarGoogle Calendar connects app workflows across your app stack.Google DriveGoogle Drive connects app workflows across your app stack.NotionNotion connects app workflows across your app stack.HubSpotHubSpot connects app workflows across your app stack.Google FormsGoogle Forms connects app workflows across your app stack.MailchimpMailchimp connects app workflows across your app stack.

Ready to start? We're here to help.

Take your first steps with MindCloud to start fully automating your Better Proposals workflows.

Talk to an integration specialist iconTalk to an integration specialistWe work with you to understand your requirements and implement a robust Better Proposals integration solution.Read our docs iconRead our docsOur Universal API makes it easier than ever to read, write, update and delete your records in Better Proposals.Get updates iconGet updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.