Contactually

Contactually + Proposify Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Contactually and Proposify, with as many as 76 possible integrations. Are you ready to find your productivity superpowers?

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

When this happens...
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New Bucketed Contact

Triggered when a contact is added to the specified bucket.

Bucket Contact

Add the contact to a bucket.

New Contact

Triggers when a new Contact is created.

Create/Update Contact

Creates a new contact or updates an existing contact.

Proposal Won

Triggers when a proposal is accepted by a client.

Create Task

Create a new Task.

Client Commented on a Proposal

Triggers when a client has left a comment on the client view.

Create Client

Creates a new client.

Proposal Created

Triggers when a proposal is created.

Create Proposal

Creates a new proposal.

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Grow your most important asset, relationships, and enhance your real estate work with Contactually’s CRM that brings together your email and contacts, helps you know when to reach out to individuals, and maintain your relationships with direct and automated messages.

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Streamline your proposals in the cloud with designer-friendly proposal software.

See Proposify Integrations