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  1. Zapier Integration

    Accelo

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

    Project Management

  2. Zapier Integration activecampaign logo

    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

  3. Zapier Integration agilecrm logo

    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

  4. Zapier Integration

    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.

    Collaboration

  5. Zapier Integration asana

    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

  6. basecamp logo

    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

  7. Zapier Integration close logo

    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

  8. Coming Soon: Gong

    The smartest new way to close. Gong and Proposify will combine their deal and document insights providing added visibility into what's needed for the win.

    Other

  9. Zapier Integration copper logo

    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

  10. drift logo

    Drift

    Keep your Drift conversations going and support prospects from within your proposals by connecting this popular chat app to Proposify.

    Chat

  11. Zapier Integration dropbox logo

    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

  12. freshbooks logo

    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

  13. Zapier Integration

    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.

    Other

  14. Zapier Integration google drive logo

    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

  15. Zapier Integration gravity forms logo

    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

  16. harvest logo

    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

  17. Zapier Integration highrise logo

    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

  18. hubspot logo

    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

  19. Zapier Integration insightly logo

    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

  20. intercom logo

    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

  21. Zapier Integration

    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.

    CRM

  22. Zapier Integration

    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.

    CRM

  23. Zapier Integration

    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.

    Collaboration

  24. Zapier Integration monday logo

    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

  25. Zapier Integration nimble logo

    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

  26. Zapier Integration nocrm logo

    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

  27. olark logo

    Olark

    Keep the lines of communication open by connecting your Olark chat app to Proposify for added proposal support and a personalized touch.

    Chat

  28. pipedrive logo

    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

  29. Zapier Integration podio logo

    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

  30. quickbooks logo

    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

  31. Zapier Integration salesflare logo

    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

  32. salesforce

    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

  33. Zapier Integration

    SharpSpring

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

    Other

  34. Zapier Integration slack logo

    Slack

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

    Chat

  35. Zapier Integration spiro logo

    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

  36. Zapier Integration

    Streak

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

    CRM

  37. stripe logo

    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

  38. Zapier Integration teamwork logo

    Teamwork

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

    Project Management

  39. Zapier Integration trello logo

    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

  40. Zapier Integration typeform logo

    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

  41. Zapier Integration wave logo

    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

  42. Zapier Integration wufoo logo

    Wufoo

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

    Forms

  43. xero logo

    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

  44. zapier logo

    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

  45. Zapier Integration

    Zendesk Sell

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

    CRM

  46. zoho logo

    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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