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.

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.

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

Create Proposify clients from new Insightly contacts or automatically create a deal when you send out a proposal. Update the stage of your deal depending on whether a client accepts or declines your proposal.

Monday

Keep your workflow as painless as possible by setting up a “proposals” board in Monday. 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

Create Proposify clients from Podio contacts or activities. You can also update activities in Podio when you Proposify proposals are sent, viewed, and won.

Slack

Keep your team on task and in the loop with Slack notifications every time a Proposify proposal is created, or a client signs a proposal. Automatically share won proposals as files in Slack.

Teamwork Projects

Cut down on menial work (and get a jump start on newly won projects) by automatically creating new projects in Teamwork when you win a Proposify proposal.

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.