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Proposify + Slack + Maximizer CRM

Create notes in Maximizer and relay Slack channel messages for new won proposals in Proposify

As soon as a proposal is won in Proposify, this powerful integration automatically generates notes on the corresponding contact in Maximizer, while instantly delivering notifications through Slack. Stay on top of your sales pipeline, enhance collaboration, build stronger connections, and drive success by effortlessly tracking won deals and maintaining a comprehensive customer view in Maximizer.

As soon as a proposal is won in Proposify, this powerful integration automatically generates notes on the corresponding contact in Maximizer, while instantly delivering notifications through Slack. Stay on top of your sales pipeline, enhance collaboration, build stronger connections, and drive success by effortlessly tracking won deals and maintaining a comprehensive customer view in Maximizer.

  1. When this happens...
    ProposifyProposify
    Proposal Won

    Triggers when a proposal is accepted by a client.

    TriggerInstant
  2. automatically do this...
    Maximizer CRMMaximizer CRM
    Create Note

    Creates new Note for Address Book/Opportunity/Lead/Case entry

    ActionWrite
  3. then do this!
    SlackSlack
    Send Channel Message

    Triggers when a new message is posted to a specific #channel you choose.

    ActionWrite
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Supported triggers and actions

  • Proposify triggers, actions, and search

    Client Commented on a Proposal

    Triggers when a client has left a comment on the client view.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Sent

    Triggers when a proposal is sent or marked as sent by a user.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Viewed

    Triggers when a proposal is viewed by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Client Created

    Triggers when a user creates a new client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Lost

    Triggers when a Proposal is declined by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Signed

    Triggers when a proposal is signed by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Won

    Triggers when a proposal is accepted by a client.

    Trigger
    Instant
    Try It
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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.
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slack logo

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Related categories

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About Maximizer CRM

Maximizer has fully integrated sales, marketing and customer service modules making it easy to gain deep customer insight and drive retention and loyalty within a single, affordable CRM solution.