Create new Agile CRM contacts from new Proposify proposals
When this happensStep 1: Proposal Created
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
- You create a new proposal in Proposify
- Zapier automatically creates a contact for you in Agile CRM
- Agile CRM