Filter Integrations
Category
Source
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ActiveCampaign
Generate new Active Campaign deals as soon as you create a Proposify proposal, and keep those deals up-to-date as you move through proposal stages. Free yourself from all the busy work so you can go all-in on closing the deal.
CRM
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Agile CRM
Create a new Agile CRM deal, fully loaded with all your contact’s details, whenever you start a new Proposify proposal. Let us handle the small details, so you can focus on nailing the deal.
CRM
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Asana
Automatically start new Proposify proposals from clients added to Asana. Set new Asana tasks when clients comment or sign your proposals, and keep sterling records by creating Asana projects from won Proposify proposals.
Project Management
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Basecamp
You can import your Basecamp contacts, and automatically generate a project when your proposal is accepted. Upload a PDF to your file section and invite your team and clients.
Project Management
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Close.io
Easily generate Close leads from new Proposify proposals. Then, keep those leads engaged by automatically subscribing them to an email sequence when they open or comment on a proposal!
CRM
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Copper
Automatically create a new Proposify proposal when you add a company to Copper, or when an ongoing Copper deal hits the proposal stage. Create a new status when your client views your proposal, and a new invoice when your proposal is won.
CRM
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Drift
Keep your Drift conversations going and support prospects from within your proposals by connecting this popular chat app to Proposify.
Chat
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Dropbox
Automatically create a new file in Dropbox every time your team wins a proposal, so you can stay organized and keep flawless records—without any extra effort.
Files
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Freshbooks
You can import your FreshBooks contacts, and we’ll automatically generate an invoice using your pricing table when your client accepts a proposal.
Invoicing
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Google Drive
Slash heaps of busywork from your sales cycle by automatically saving a PDF copy of all your won proposals in Google Drive.
Files
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Gravity Forms
Use leads from Gravity Forms to automatically create new clients (or start new proposals) in Proposify. Set yourself up so you’re ready to act while your leads are still scorching hot.
Forms
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Harvest
You can import your Harvest contacts, and we’ll automatically generate an invoice using your pricing table when your client accepts a proposal.
CRM
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Highrise
Import Highrise contacts and automatically create deals in Highrise when you send out a proposal. When your client accepts or declines the proposal, automatically update the Highrise deal.
CRM
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HubSpot
Stay up to date with your proposal progress right in HubSpot. Sync your contacts to Proposify, attach proposals to deals, and export won proposals as PDFs.
CRM
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Infusionsoft
Import your contacts from InfusionSoft, add proposals in Proposify as opportunities, and generate invoices. When a proposal is accepted or declined, we’ll automatically update your opportunity to match.
CRM
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Insightly
Import your contacts from Insightly and we’ll create a deal when you send out a proposal, plus you can upload a PDF. We’ll also update your deal depending on whether a client accepts or declines your proposal.
CRM
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Intercom
Elevate the deal conversation and build stronger relationships with your prospects by offering real-time messaging and support by connecting Intercom and Proposify.
Chat
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Monday.com
Keep your workflow as painless as possible by setting up a “proposals” board in Monday.com. Link it to Proposify to automatically create a new client or proposal every time there’s a pulse on the board.
Collaboration
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Nimble
Create a new Nimble task whenever you start a Proposify proposal. Rest easy knowing you’ll never forget to follow up after sending off your pitch.
CRM
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noCRM.io
Save your energy for the work that really matters, with Proposify + noCRM. Start a new proposal whenever you add a noCRM lead. Change noCRM statuses when you win or lose deals. Set new noCRM tasks whenever you start a proposal.
CRM
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Olark
Keep the lines of communication open by connecting your Olark chat app to Proposify for added proposal support and a personalized touch.
Chat
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Pipedrive
Import your contacts into Proposify. We'll automatically create a deal in Pipedrive, and update it when clients view proposals, leave comments, accept the proposal and upload a PDF to your deal.
CRM
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Podio
Import your contacts from Podio and connect your proposals in Proposify with your workspaces so that your deals and contacts are always within reach.
Project Management
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Quickbooks
Our #1 requested accounting integration! Import your contacts, and generate full or partial invoices in Proposify after your client signs off. It's time to get paid faster!
Invoicing
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Salesflare
Sell more with less work using Salesflare. Bring your CRM into your inbox and proposals. Save time by syncing your email, contacts, and deal driving tasks. Enjoy the automation and simplicity.
CRM
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Salesforce
You can import your Salesforce contacts into Proposify and link opportunities with your proposals. When a proposal is accepted we'll update your opportunity in Salesforce.
CRM
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Slack
Connect Proposify and Slack with as many as 102 possible integrations through Zapier.
Chat
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Spiro
Use Spiro's integration with Proposify to send prospect and quote details into a Proposify template. When your prospect views and signs your proposal, your opportunity in Spiro will be automatically updated.
CRM
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Stripe
Connect your Stripe account to Proposify and request payment from your clients right in the proposal and get paid as soon as they sign-off.
Payment
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Teamwork
Connect Proposify and Teamwork with as many as 294 possible integrations through Zapier.
Project Management
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Trello
Make sure your team is always on track and in the loop by creating a new board or card in Trello any time you start a new Proposify proposal.
Collaboration
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Typeform
Automatically create new Proposify clients from entries made in Typeform forms. Cut down on manual work, eliminate duplicate entries, and stay focused on winning new business.
Forms
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Wave
Automatically trigger a new invoice, or record a sale, when you win a Proposify proposal, so you always have sterling records without hours of extra effort.
Invoicing
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Wufoo
Automatically create new Proposify clients from entries made in Wufoo forms. Or, use info from Wufoo entries to automatically start new proposals.
Forms
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Xero
Import contacts, and when a proposal is accepted you can specify a percentage to invoice. We'll generate the invoice from your budget table and from there you can download the PDF or send it to your client from Xero.
Invoicing
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Zapier
Zapier allows you to connect Proposify with hundreds of other web apps and save time creating workflows between them. Great for integrating with your CRM, invoicing, project management tools and more.
Other
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Zoho
You can import your Salesforce contacts into Proposify and link opportunities with your proposals. When a proposal is accepted we'll update your opportunity in Salesforce.
CRM
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