Followup CRM + Proposify

Add newly-won Proposify proposals to Followup CRM

This integration automatically updates the sales status of a Proposify proposal, in Followup CRM, as soon as it's won. Make sure to stay on top of new opportunities without getting bogged down in manual refreshing or messaging.

When this happens...
Proposal Won
Triggers when a proposal is accepted by a client.
TriggerInstant
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Store File Project
Store a document file in a specific project
ActionWrite

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Supported triggers and actions

What does this mean?

Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
Instant
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Proposal Created
Triggers when a proposal is created.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
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Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
Trigger
Instant
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- Led ByRequired
- Template
- Client Email AddressRequired
- Due DateRequired
- Proposal NameRequired
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write
Company Updated
When a company is updated on Followup, this Zap will be triggered
Trigger
Instant
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Contact Status Changed
This zap will be triggered when the contact status is changed
Trigger
Instant
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New Project Created
When a new project is created on Followup, this Zap will be triggered
Trigger
Instant
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Project Updated
When a project is updated on Followup, this Zap will be triggered
Trigger
Instant
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- NameRequired
- Company IdRequired
- External IdRequired
- External VendorRequired
- Contact Types Id
- Cell
- Email
- Title
Action
Write
- Project IdRequired
- Company IdRequired
- Contact Id
- Name
- Email
- Cell
- Title
- Date
- Status
Action
Write
- uuidRequired
- Hail ImpactRequired
Action
Write

Client Created
Triggers when a user creates a new client.
Trigger
Instant
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Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
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Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
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Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant
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- First NameRequired
- Last NameRequired
- Email AddressRequired
- Company Name
- Title
- Office Number
- Mobile Number
- Address Line 1
- Address Line 2
- City
- Client Website Url
- Zip/Postal Code
- State
- Country
- Is Default Contact
Action
Write
New Company Created
When a company is created on Followup, this Zap will be triggered
Trigger
Instant
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New Contact Created
When a contact is created on Followup, this Zap will be triggered
Trigger
Instant
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Contact Updated
When a contact is updated on Followup, this Zap will be triggered
Trigger
Instant
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Project Sales Status Changed
This zap will be triggered when the project sales status is changed
Trigger
Instant
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- NameRequired
- External IdRequired
- External VendorRequired
- Company Types Id
- Address
- City
- State
- Zip
- Phone
- Fax
Action
Write
- NameRequired
- External IdRequired
- External VendorRequired
- Address
- City
- State
- Zip Code
- Contact Name
- Contact Email
- Contact Phone
- Contact Cell
- Contact Fax
- Sales Status
- Bid Date
- Lead From
- Estimator
- Account Manager
- Contract Type
- Office
- Base Bid
- Contract Amount
- Contract Date
- Proposal Delivered
- Project Comment
Action
Write
- Project IdRequired
- Sales BehaviorRequired
- DateRequired
- Completed
Action
Write
- uuidRequired
- fileRequired
Action
Write

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.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Proposify

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

Learn more

Related categories

Proposal & Invoice Management

PRODUCTS

CAPABILITIES

By team

Followup CRM + Proposify

Add newly-won Proposify proposals to Followup CRM

Client Commented on a Proposal

Proposal Created

Proposal Sent

Proposal Viewed

Proposal Reminder Sent

Create Proposal

Template

Client Email AddressRequired

Due DateRequired

Proposal NameRequired

Notes

Proposal Number

Manual Total

Manual Tax

Company Updated

Contact Status Changed

New Project Created

Project Updated

Create Company Contact

NameRequired

Company IdRequired

External IdRequired

External VendorRequired

Contact Types Id

Cell

Email

Title

Create Project Company Contact

Project IdRequired

Company IdRequired

Contact Id

Name

Email

Cell

Title

Date

Status

Hail Impact

uuidRequired

Hail ImpactRequired

Client Created

Proposal Lost

Proposal Signed

Proposal Won

Create Client

First NameRequired

Last NameRequired

Email AddressRequired

Company Name

Title

Office Number

Mobile Number

Address Line 1

Address Line 2

City

Client Website Url

Zip/Postal Code

State

Country

Is Default Contact

New Company Created

New Contact Created

Contact Updated

Project Sales Status Changed

Create Company

NameRequired

External IdRequired

External VendorRequired

Company Types Id

Address

City

State

Zip

Phone

Fax