How to Add Signed Better Proposals Details in Google Sheets Using Pabbly Connect

Learn how to integrate Better Proposals with Google Sheets using Pabbly Connect to automate your proposal details. Step-by-step tutorial included. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To add signed Better Proposals details in Google Sheets, you need to access Pabbly Connect. Start by signing in to your existing account or create a new one if you are a first-time user. Pabbly Connect provides 100 free tasks every month, making it easy to begin your automation journey.

Once logged in, navigate to the Pabbly Connect dashboard. From here, you will be able to create a new workflow that will connect Better Proposals with Google Sheets. Click on the ‘Create Workflow’ button to begin setting up your integration.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow in Pabbly Connect to automate the process of adding signed proposal details to Google Sheets. Name your workflow appropriately, for example, ‘Add Signed Better Proposals Details in Google Sheets’. You can save it in a folder named ‘Better Proposals’ for better organization.

• Click on the ‘Create’ button to proceed.
• Select Better Proposals as your trigger application.
• Choose the trigger event as ‘Proposal Signed’.

This setup ensures that every time a proposal is signed, Pabbly Connect will trigger the action to add the relevant details to Google Sheets.

3. Connecting Better Proposals to Pabbly Connect

To establish a connection between Better Proposals and Pabbly Connect, you need to enter your API key. Go to your Better Proposals account, navigate to Settings, and then to Integrations. Here, you will find your API key, which you can copy for use in Pabbly Connect.

Back in Pabbly Connect, click on ‘Connect’ to input the API key. Once you paste the key and click on ‘Save’, your Better Proposals account will be successfully connected to Pabbly Connect. This connection allows Pabbly Connect to poll for new proposal data every 10 minutes.

4. Adding Signed Proposal Details to Google Sheets

Now, you will set Google Sheets as your action application in Pabbly Connect. Choose the action event as ‘Add New Row’. This means that every time a proposal is signed, a new row will be created in your specified Google Sheet with the signed proposal details.

• Select the appropriate Google Sheets account and allow access.
• Choose the spreadsheet you created for Better Proposals details.
• Map the fields from the Better Proposals response to the corresponding columns in Google Sheets.

This mapping ensures that the first name, last name, email, and proposal sign date are correctly added to your Google Sheet whenever a proposal is signed.

5. Testing and Finalizing the Integration

After mapping all necessary fields, it’s time to test the integration in Pabbly Connect. Click on ‘Save & Test Request’ to ensure that the data flows correctly from Better Proposals to Google Sheets. If successful, you will see a confirmation response with the details you mapped.

Once confirmed, check your Google Sheet to see if the new row with the signed proposal details has been added. This automation will now work seamlessly, adding new proposal details to Google Sheets every time a proposal is signed, ensuring you never miss important information.

Conclusion

Integrating Better Proposals with Google Sheets using Pabbly Connect allows you to automate the process of tracking signed proposals efficiently. By following the steps outlined, you can ensure that all relevant details are captured automatically, saving you time and enhancing your workflow.