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Agile CRM + Proposify Integrations

How to connect Agile CRM + Proposify

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Supported triggers and actions

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How Agile CRM + Proposify Integrations Work

  1. Step 1: Authenticate Agile CRM + Proposify.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

Related categories

  • CRM (Customer Relationship Management)

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About Proposify

Streamline your proposals in the cloud with designer-friendly proposal software.
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