Proposify + monday.com + Zoho CRM Integrations
How to connect Proposify + monday.com + Zoho CRM
Zapier lets you send info between Proposify and monday.com and Zoho CRM automatically—no code required. With 7,000+ supported apps, the possibilities are endless.
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Do even more with Proposify + monday.com + Zoho CRM
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Proposify, monday.com, and Zoho CRM. And don’t forget that you can add more apps and actions to create complex workflows.
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
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How Proposify + monday.com + Zoho CRM Integrations Work
- Step 1: Authenticate Proposify, monday.com, and Zoho CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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.
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About monday.com
monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
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About Zoho CRM
Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
