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Create Agile CRM deals from new Proposify proposals

  1. When this happensStep 1: Proposal Created

  2. 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

  1. You create a new proposal in Proposify.
  2. Zapier automatically creates a deal 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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