Bidsketch

Bidsketch + SalesforceIQ Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Bidsketch and SalesforceIQ, with as many as 18 possible integrations. Are you ready to find your productivity superpowers?

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

When this happens...
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New Client

Triggered when a client is created through the API or in the Bidsketch app

Create Client

Creates a new client

Proposal Sent to Client

Triggers each time a proposal is sent to a client

Create a Proposal

This starts a new proposal

Proposal Accepted or Declined

Triggers when a proposal is either accepted or declined

Create Fee

Creates a new fee

New Relationship (V2)

Triggers when a relationship is created.

Add Event

Record an event between Contacts. For example, the creation of a support ticket by a client.

Proposal Viewed

Triggers each time a proposal is viewed by a client

Create Relationship

Create a relationship in a specified list. For example, adding a candidate to a recruiting List.

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Bidsketch helps you create professional proposals in minutes.

SalesforceIQ is a CRM app that integrates with your team's email inboxes, automatically captures your interactions with customers and clients, and analyzes it to improve your relationships.

See SalesforceIQ Integrations

Connect Bidsketch + SalesforceIQ

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