Proposify + Salesmate
Create new Salesmate deals when proposals are created in Proposify
Create an efficient sales funnel with this workflow that springs into action as soon as a proposal is made in Proposify. The automation swiftly mirrors this action in Salesmate, so it sets up a new deal in response. This way, you can track your prospects seamlessly from proposal to deal closure, without having to transfer details manually and risk losing or misplacing essential info. Stay organized and accelerate your sales process with this handy cooperation of Proposify and Salesmate.
Create an efficient sales funnel with this workflow that springs into action as soon as a proposal is made in Proposify. The automation swiftly mirrors this action in Salesmate, so it sets up a new deal in response. This way, you can track your prospects seamlessly from proposal to deal closure, without having to transfer details manually and risk losing or misplacing essential info. Stay organized and accelerate your sales process with this handy cooperation of Proposify and Salesmate.
- When this happens...Proposal Created
Triggers when a proposal is created.
- automatically do this!Create Deal
Creates a new Deal, probably with input from previous steps.
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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
