Proposify + Zoho CRM
Create Proposify clients from new Zoho CRM contacts
Effortlessly manage your sales process by connecting Zoho CRM and Proposify. With this automation, new contacts in Zoho CRM will become a client in Proposify, streamlining your workflow and ensuring you never miss an opportunity. Save time and maintain consistency in your client records with this efficient and easy-to-implement solution.
Effortlessly manage your sales process by connecting Zoho CRM and Proposify. With this automation, new contacts in Zoho CRM will become a client in Proposify, streamlining your workflow and ensuring you never miss an opportunity. Save time and maintain consistency in your client records with this efficient and easy-to-implement solution.
- When this happens...New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
- automatically do this!Create Client
Creates a new client.
- Free forever for core features
- 14 day trial for premium features & apps
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItModuleRequired
Try It
