Followup CRM + Proposify

Add newly-won Proposify proposals to Followup CRM

This integration automatically updates the sales status of a Proposify proposal, in Followup CRM, as soon as it's won. Make sure to stay on top of new opportunities without getting bogged down in manual refreshing or messaging.

When this happens...
Proposal Won
Triggers when a proposal is accepted by a client.
TriggerInstant
automatically do this!
Store File Project
Store a document file in a specific project
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
Instant
Try It
Proposal Created
Triggers when a proposal is created.
Trigger
Instant
Try It
Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant
Try It
Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
Try It
Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
Trigger
Instant
Try It

- Led ByRequired
- Template
- Client Email AddressRequired
- Due DateRequired
- Proposal NameRequired
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write
Company Updated
When a company is updated on Followup, this Zap will be triggered
Trigger
Instant
Try It

Contact Status Changed
This zap will be triggered when the contact status is changed
Trigger
Instant
Try It
New Project Created
When a new project is created on Followup, this Zap will be triggered
Trigger
Instant
Try It
Project Updated
When a project is updated on Followup, this Zap will be triggered
Trigger
Instant
Try It
- NameRequired
- Company IdRequired
- External IdRequired
- External VendorRequired
- Contact Types Id
- Cell
- Email
- Title
Action
Write
- Project IdRequired
- Company IdRequired
- Contact Id
- Name
- Email
- Cell
- Title
- Date
- Status
Action
Write
- uuidRequired
- Hail ImpactRequired
Action
Write

Client Created
Triggers when a user creates a new client.
Trigger
Instant
Try It
Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
Try It
Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
Try It
Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- Email AddressRequired
- Company Name
- Title
- Office Number
- Mobile Number
- Address Line 1
- Address Line 2
- City
- Client Website Url
- Zip/Postal Code
- State
- Country
- Is Default Contact
Action
Write
New Company Created
When a company is created on Followup, this Zap will be triggered
Trigger
Instant
Try It
New Contact Created
When a contact is created on Followup, this Zap will be triggered
Trigger
Instant
Try It
Contact Updated
When a contact is updated on Followup, this Zap will be triggered
Trigger
Instant
Try It
Project Sales Status Changed
This zap will be triggered when the project sales status is changed
Trigger
Instant
Try It
- NameRequired
- External IdRequired
- External VendorRequired
- Company Types Id
- Address
- City
- State
- Zip
- Phone
- Fax
Action
Write
- NameRequired
- External IdRequired
- External VendorRequired
- Address
- City
- State
- Zip Code
- Contact Name
- Contact Email
- Contact Phone
- Contact Cell
- Contact Fax
- Sales Status
- Bid Date
- Lead From
- Estimator
- Account Manager
- Contract Type
- Office
- Base Bid
- Contract Amount
- Contract Date
- Proposal Delivered
- Project Comment
Action
Write
- Project IdRequired
- Sales BehaviorRequired
- DateRequired
- Completed
Action
Write
- uuidRequired
- fileRequired
Action
Write

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

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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.

Learn more

Related categories

Proposal & Invoice Management

Related Zap Templates

Store new Proposify proposals as Followup CRM files

Update Followup CRM project files when Proposify proposals are lost

Followup CRM + Proposify

Add newly-won Proposify proposals to Followup CRM

Supported triggers and actions

Client Commented on a Proposal

Proposal Created

Proposal Sent

Proposal Viewed

Proposal Reminder Sent

Create Proposal

Company Updated

Contact Status Changed

New Project Created

Project Updated

Create Company Contact

Create Project Company Contact

Hail Impact

Client Created

Proposal Lost

Proposal Signed

Proposal Won

Create Client

New Company Created

New Contact Created

Contact Updated

Project Sales Status Changed

Create Company

Create Project

Create Project Sales Behavior

Store File Project

About Followup CRM

Related categories

Similar apps

Zapier Interfaces

About Proposify

Related categories

Related Zap Templates

Related Zap Templates