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Agile CRM + Proposify

Create new Agile CRM contacts from new Proposify proposals

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.

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.

  1. When this happens...
    ProposifyProposify
    Proposal Created

    Triggers when a proposal is created.

    TriggerInstant
  2. automatically do this!
    Agile CRMAgile CRM
    Create Contact

    Creates New Contact in the Agile CRM.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • 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
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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.
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Related categories

  • CRM (Customer Relationship Management)

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