Followup CRM + Proposify
Update Followup CRM project files when Proposify proposals are lost
Don't wait to hear about lost proposals. This integration keeps you up to date, hands free. As soon as a proposal created in Proposify is lost, this zap automatically updates the sales status in associated Followup CRM file.
Don't wait to hear about lost proposals. This integration keeps you up to date, hands free. As soon as a proposal created in Proposify is lost, this zap automatically updates the sales status in associated Followup CRM file.
- When this happens...Proposal Lost
Triggers when a Proposal is declined by a client.
- automatically do this!Store File Project
Store a document file in a specific project
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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.
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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.