Meet our high-powered friends

Accelo

Accelo manages all your client work in one place, making your business more profitable and you less stressed.

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.

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.

Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.

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.

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!

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.

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.

Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Google Drive

Slash heaps of busywork from your sales cycle by automatically saving a PDF copy of all your won proposals in Google Drive.

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.

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.

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.

Keap Max Classic

Keap Max Classic is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

Mailchimp

Share your ideas with Mailchimp email newsletters—then use its landing page and form builders to grow your lists and take marketing further with drip and transactional emails.

Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.

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.

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.

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.

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.

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.

SharpSpring

Powerful, affordable marketing tools for marketing agencies and SMBs. Features include email automation, lead capture, and a built in CRM system.

Slack

Connect Proposify and Slack with as many as 102 possible integrations through Zapier.

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.

Streak

Streak is a flexible CRM and process management system that lives inside your Gmail inbox.

Teamwork

Connect Proposify and Teamwork with as many as 294 possible integrations through Zapier.

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.

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.

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.

Wufoo

Automatically create new Proposify clients from entries made in Wufoo forms. Or, use info from Wufoo entries to automatically start new proposals.

Zendesk Sell

Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.