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How Zapier works

Zapier makes it easy to integrate Fresh Proposals with Salesflare - no code necessary. See how you can get setup in minutes.

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Fresh Proposals
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Fresh Proposals
1. Choose trigger event
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Salesflare
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Salesflare
2. Choose action
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1. Select the event
Setup
Test
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Fresh Proposals
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Client Created" from Fresh Proposals.

Add your action

An action happens after the trigger—such as "Add Contact to Account" in Salesflare.

You’re connected!

Zapier seamlessly connects Fresh Proposals and Salesflare, automating your workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

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Connect Fresh Proposals and Salesflare to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions
  • Fresh Proposals triggers, actions, and search
    Client Created

    Triggers when a new Company is added in Fresh Proposals .

    Trigger
    Instant
    Try It
  • Fresh Proposals triggers, actions, and search
    Proposal Created

    Triggers when a new Proposal is created .

    Trigger
    Instant
    Try It
  • Fresh Proposals triggers, actions, and search
    Proposal Rejected

    Triggers when a proposal rejected by client .

    Trigger
    Instant
    Try It
    • CompanyName
      Required
    • Company Web Site Url
    • Company AddressLine1
    • Company AddressLine2
    • Company City
    • Company State
    • Company Country
    • Company Zip address
    • OfficeMobileNo
    • Contact First Name
      Required
    • Contact Last Name
      Required
    • Contact Email Address
      Required
    • Contact Mobile Number
    Action
    Write
  • Fresh Proposals triggers, actions, and search
    Company Contact Added

    trigger when new contact added/updated in freshproposals

    Trigger
    Instant
    Try It
  • Fresh Proposals triggers, actions, and search
    Proposal Accepted

    Triggers when a proposal is accepted by client .

    Trigger
    Instant
    Try It
  • Fresh Proposals triggers, actions, and search
    Proposal Sent

    Triggers when a proposal is sent by a team member .

    Trigger
    Instant
    Try It
    • Template Id
      Required
    • Proposal Name
      Required
    • DueDate
      Required
    • Client Name
      Required
    • Contact Email
      Required
    Action
    Write
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fresh-proposals logo
About Fresh Proposals
FreshProposals is a Proposal management software to organize proposals and keep track of them. Allows end users to sign or reject proposal
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Related categories
Proposal & Invoice Management
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About Salesflare
Salesflare is an intelligent sales CRM for small and medium-sized businesses selling B2B.
Learn moreLearn moreHelpHelp
Related categories
CRM (Customer Relationship Management)
Similar apps
Zapier Interfaces integrationsZapier Interfaces integrations
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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