Create Agile CRM deals from new Proposify proposals
When this happensStep 1: Proposal Created
Then do thisStep 2: Create Deal
Agile CRM is a great tool for managing your deals as well as your contacts. With this Zapier Proposify integration, it's quick and easy to integrate your deals into Agile CRM from new Proposify proposals. Just set this up, and Zapier will make a new Agile CRM deal whenever you create a new Proposify proposal.
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 Agile CRM-Proposify integration works
- You create a new proposal in Proposify.
- Zapier automatically creates a deal for you in Agile CRM.
- Agile CRM