Followup CRM + Proposify
Store new Proposify proposals as Followup CRM files
When a proposal is created in Proposift, automatically store it in an associated Followup CRM file with this integration. Save yourself the step of manual file management.
When a proposal is created in Proposift, automatically store it in an associated Followup CRM file with this integration. Save yourself the step of manual file management.
- When this happens...Proposal Created
Triggers when a proposal is created.
- automatically do this!Store File Project
Store a document file in a specific project
- 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
About Followup CRM
Followup CRM allows construction contractors to keep track of leads, jobs, and bids, upload photos and documents from anywhere with our cloud-based software.
Related categories
About Proposify
Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.