Agile CRM + Proposify
Create Agile CRM deals from new Proposify proposals
Agile CRM is a great tool for managing your deals as well as your contacts. With this Zapier Proposify integration, it's quick and easy to integrate your deals into Agile CRM from new Proposify proposals. Just set this up, and Zapier will make a new Agile CRM deal whenever you create a new Proposify proposal.
Agile CRM is a great tool for managing your deals as well as your contacts. With this Zapier Proposify integration, it's quick and easy to integrate your deals into Agile CRM from new Proposify proposals. Just set this up, and Zapier will make a new Agile CRM deal whenever you create a new Proposify proposal.
- When this happens...Proposal Created
Triggers when a proposal is created.
- automatically do this!Create Deal
Create a deal in the Agile CRM.
- Free forever for core features
- 14 day trial for premium features & apps
Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
