Followup CRM + Proposify
Store new Proposify proposals as Followup CRM files
When a proposal is created in Proposift, automatically store it in an associated Followup CRM file with this integration. Save yourself the step of manual file management.
When a proposal is created in Proposift, automatically store it in an associated Followup CRM file with this integration. Save yourself the step of manual file management.
- When this happens...Proposal Created
Triggers when a proposal is created.
- automatically do this!Store File Project
Store a document file in a specific project
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Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
About Followup CRM
Followup CRM allows construction contractors to keep track of leads, jobs, and bids, upload photos and documents from anywhere with our cloud-based software.
Related categories
Similar apps
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Proposify
Streamline your proposals in the cloud with designer-friendly proposal software.