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Create new Agile CRM contacts from new Proposify proposals

  1. When this happensStep 1: Proposal Created

  2. Then do thisStep 2: Create Contact

Agile CRM is a great tool for managing your contacts, as well as your marketing automation and analytics. With this Zapier integration, it's quick and easy to integrate your contacts into Agile CRM from a Proposify proposal! Just set up this Zap, and whenever you make a Proposify proposal, Zapier will copy the contact details and add that potential client to your Agile CRM account where you can track everyone who you're working with, automatically.

Note: This Zapier integration doesn't import already created Proposify proposals into Agile CRM, only new proposals after you've set it up.

How this Proposify-Agile CRM integration works

  1. You create a new proposal in Proposify
  2. Zapier automatically creates a contact for you in Agile CRM

Apps involved

  • Proposify
  • Agile CRM
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Connect Agile CRM + Proposify in Minutes

It's easy to connect Agile CRM + Proposify and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

Changed Deal Milestone

Triggers when a Deal reaches a specific milestone you choose.

New Case

Triggers when a new case is added in Agile CRM.

New Deal

Triggers when a new Deal is added in AgileCRM.

New Ticket

Triggers when a new ticket is added in Agile CRM.

New Tag to Contact

Triggers when a tag is added to contact in AgileCRM.

InstantChanging Any Deal Milestone

Changing any milestone in Agile CRM should be triggered.

New Contact

Triggers when a new contact is add in AgileCRM.

New Event

Triggers when a new event is created in Agile CRM.

New Task

Triggers when a new task is added in the Agile CRM.

Create Client

Creates a new client.

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